See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,986 | $63,924+275.4% | $108,579+121.0% | $55,167+335.0% |
| Participation rate | 99.0% | 74.3%+24.7pp | 79.6%+19.4pp | 69.0%+30.0pp |
| Annual return | -3.12% | 15.31%-18.4pp | -51.70%+48.6pp | 169.23%-172.3pp |
| Employer contribution / active EE | $17,070 | $1,879+808.4% | $3,758+354.2% | $1,963+769.8% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |