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 | $24,457 | $69,745-64.9% | $67,511-63.8% | $74,546-67.2% |
| Participation rate | 99.2% | 71.3%+27.9pp | 72.9%+26.4pp | 67.2%+32.0pp |
| Annual return | 11.22% | -40.37%+51.6pp | 3517.41%-3506.2pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,555 | $2,705-42.5% | $2,733-43.1% | $2,624-40.8% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |