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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,599 | $69,763+12.7% | $67,502+16.4% | $74,495+5.5% |
| Participation rate | 85.5% | 71.4%+14.1pp | 72.9%+12.6pp | 67.2%+18.3pp |
| Annual return | 8.78% | -40.34%+49.1pp | 3512.12%-3503.3pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $991 | $2,704-63.3% | $2,731-63.7% | $2,623-62.2% |
| Participant deferral / active EE | $1,287 | $3,636-64.6% | $4,000-67.8% | $4,346-70.4% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |