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.
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 | $50,819 | $39,122+29.9% | $57,179-11.1% | $62,891-19.2% |
| Participation rate | 85.7% | 70.5%+15.2pp | 75.3%+10.4pp | 69.3%+16.4pp |
| Annual return | -0.64% | 9.23%-9.9pp | 14.59%-15.2pp | 20.14%-20.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,430 | $2,374+44.5% | $3,096+10.8% | $3,203+7.1% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |