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 | $18,399 | $46,732-60.6% | $156,549-88.2% | $55,167-66.6% |
| Participation rate | 88.5% | 65.8%+22.7pp | 84.0%+4.5pp | 69.0%+19.5pp |
| Annual return | -2.89% | 17.72%-20.6pp | 32.23%-35.1pp | 169.23%-172.1pp |
| Employer contribution / active EE | $513 | $2,105-75.6% | $5,501-90.7% | $1,963-73.8% |
| Participant deferral / active EE | $1,590 | $2,204-27.8% | $4,871-67.3% | $3,054-47.9% |
| Admin fee / account holder | $8 | $418-98.2% | $13,027-99.9% | $504-98.5% |