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 | $207,050 | $50,898+306.8% | $171,082+21.0% | $55,167+275.3% |
| Participation rate | 99.0% | 63.3%+35.7pp | 76.7%+22.3pp | 69.0%+30.0pp |
| Annual return | -7.62% | 15.34%-23.0pp | 32.56%-40.2pp | 169.23%-176.8pp |
| Employer contribution / active EE | $14,555 | $1,433+915.6% | $4,002+263.7% | $1,963+641.6% |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,797-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |