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 | $78,293 | $91,762-14.7% | $67,502+16.0% | $77,643+0.8% |
| Participation rate | 87.4% | 75.9%+11.5pp | 72.9%+14.5pp | 70.6%+16.8pp |
| Annual return | 11.00% | 14.87%-3.9pp | 3512.12%-3501.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $5,924 | $3,181+86.2% | $2,731+116.9% | $2,726+117.3% |
| Participant deferral / active EE | $7,800 | $3,903+99.8% | $4,000+95.0% | $4,647+67.8% |
| Admin fee / account holder | -$0 | $176-100.0% | $3,998-100.0% | $430-100.0% |