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 | $12,787 | $60,124-78.7% | $90,404-85.9% | $79,858-84.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.28% | 71.94%-65.7pp | 1293.02%-1286.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $2,165 | $2,068+4.7% | $3,262-33.6% | $2,471-12.4% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |