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 9-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 | $27,025 | $55,453-51.3% | $170,442-84.1% | $62,292-56.6% |
| Participation rate | 97.9% | 66.4%+31.5pp | 83.6%+14.3pp | 69.5%+28.3pp |
| Annual return | 8.54% | 21.38%-12.8pp | 205.93%-197.4pp | 28.90%-20.4pp |
| Employer contribution / active EE | $3,577 | $2,164+65.3% | $5,433-34.2% | $2,042+75.1% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |