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 | $40,915 | $48,795-16.1% | $65,493-37.5% | $84,808-51.8% |
| Participation rate | 73.9% | 67.0%+6.9pp | 73.1%+0.8pp | 68.3%+5.6pp |
| Annual return | 10.16% | 20.20%-10.0pp | 982.45%-972.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,508 | $1,930-21.9% | $2,574-41.4% | $2,631-42.7% |
| Participant deferral / active EE | $2,825 | $2,928-3.5% | $3,961-28.7% | $4,212-32.9% |
| Admin fee / account holder | $6 | $3,877-99.9% | $5,028-99.9% | $7,344-99.9% |