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 | $20,368 | $26,114-22.0% | $58,482-65.2% | $74,419-72.6% |
| Participation rate | 83.1% | 32.1%+51.0pp | 50.9%+32.3pp | 70.7%+12.4pp |
| Annual return | 8.14% | 32.51%-24.4pp | 4239.32%-4231.2pp | 34.38%-26.2pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $410 | $1,075-61.8% | $1,924-78.7% | $4,528-90.9% |
| Admin fee / account holder | $0 | $649-100.0% | $2,516-100.0% | $348-100.0% |