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 | $28,719 | $60,545-52.6% | $92,233-68.9% | $69,631-58.8% |
| Participation rate | 99.3% | 72.2%+27.2pp | 76.5%+22.8pp | 70.7%+28.6pp |
| Annual return | 11.17% | 19.71%-8.5pp | 176.28%-165.1pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $3,098 | $2,633+17.7% | $3,679-15.8% | $2,032+52.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |