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 | $20,869 | $48,277-56.8% | $63,517-67.1% | $55,191-62.2% |
| Participation rate | 72.2% | 69.4%+2.8pp | 71.0%+1.1pp | 69.2%+3.0pp |
| Annual return | -2.35% | 2.37%-4.7pp | -70.30%+67.9pp | 10.78%-13.1pp |
| Employer contribution / active EE | $457 | $1,592-71.3% | $2,322-80.3% | $1,899-75.9% |
| Participant deferral / active EE | $1,455 | $2,432-40.2% | $2,953-50.7% | $3,046-52.2% |
| Admin fee / account holder | $20 | $86-76.6% | $5,892-99.7% | $91-77.8% |