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 | $35,168 | $40,174-12.5% | $84,015-58.1% | $67,579-48.0% |
| Participation rate | 96.4% | 62.7%+33.7pp | 69.0%+27.4pp | 71.3%+25.1pp |
| Annual return | 1.38% | 25.82%-24.4pp | 71.31%-69.9pp | 378.56%-377.2pp |
| Employer contribution / active EE | $2,715 | $808+236.2% | $1,983+36.9% | $2,148+26.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |