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 | $163,825 | $62,672+161.4% | $185,117-11.5% | $70,131+133.6% |
| Participation rate | 98.9% | 63.8%+35.2pp | 77.3%+21.7pp | 69.5%+29.4pp |
| Annual return | -19.77% | 40.79%-60.6pp | 40.50%-60.3pp | 73.14%-92.9pp |
| Employer contribution / active EE | $15,864 | $1,753+804.9% | $4,182+279.4% | $2,342+577.3% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |