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 | $13,431 | $46,732-71.3% | $156,549-91.4% | $55,167-75.7% |
| Participation rate | 97.0% | 65.8%+31.2pp | 84.0%+13.0pp | 69.0%+28.0pp |
| Annual return | 0.02% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,353 | $2,105-35.7% | $5,501-75.4% | $1,963-31.1% |
| Participant deferral / active EE | $1,470 | $2,204-33.3% | $4,871-69.8% | $3,054-51.9% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |