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 | $25,665 | $58,879-56.4% | $178,490-85.6% | $73,488-65.1% |
| Participation rate | 84.3% | 66.2%+18.1pp | 81.9%+2.4pp | 70.7%+13.6pp |
| Annual return | 3.60% | 24.86%-21.3pp | 151.07%-147.5pp | 28.51%-24.9pp |
| Employer contribution / active EE | $870 | $2,236-61.1% | $5,011-82.6% | $2,270-61.7% |
| Participant deferral / active EE | $1,003 | $2,567-60.9% | $5,202-80.7% | $3,740-73.2% |
| Admin fee / account holder | $9 | $400-97.6% | $13,984-99.9% | $513-98.2% |