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 | $38,669 | $51,244-24.5% | $80,975-52.2% | $55,167-29.9% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.8%+23.3pp | 69.0%+30.1pp |
| Annual return | 0.98% | 17.39%-16.4pp | 17.10%-16.1pp | 169.23%-168.2pp |
| Employer contribution / active EE | $937 | $1,770-47.1% | $3,714-74.8% | $1,963-52.3% |
| Participant deferral / active EE | $2,328 | $4,418-47.3% | $5,696-59.1% | $3,054-23.8% |
| Admin fee / account holder | $0 | $398-100.0% | $5,516-100.0% | $504-100.0% |