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 | $20,780 | $43,423-52.1% | $78,689-73.6% | $55,167-62.3% |
| Participation rate | 90.9% | 68.0%+22.9pp | 73.6%+17.3pp | 69.0%+21.9pp |
| Annual return | -1.18% | 11.53%-12.7pp | 62.18%-63.4pp | 169.23%-170.4pp |
| Employer contribution / active EE | $2,492 | $1,997+24.8% | $2,851-12.6% | $1,963+27.0% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $416-99.9% | $4,510-100.0% | $504-99.9% |