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 7-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 | $113,921 | $39,195+190.7% | $98,755+15.4% | $79,386+43.5% |
| Participation rate | 100.0% | 59.8%+40.2pp | 65.7%+34.3pp | 70.7%+29.3pp |
| Annual return | -13.45% | 19.95%-33.4pp | 49.91%-63.4pp | 116.85%-130.3pp |
| Employer contribution / active EE | $25,499 | $1,334+1810.9% | $2,067+1133.4% | $2,427+950.4% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $3,035-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $365-100.0% | $4,076-100.0% | $626-100.0% |