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 | $112,244 | $36,916+204.0% | $156,549-28.3% | $57,658+94.7% |
| Participation rate | 83.7% | 63.4%+20.3pp | 84.0%-0.3pp | 70.2%+13.5pp |
| Annual return | -51.10% | 12.38%-63.5pp | 32.23%-83.3pp | 5.13%-56.2pp |
| Employer contribution / active EE | $5,741 | $1,571+265.6% | $5,501+4.4% | $1,974+190.9% |
| Participant deferral / active EE | $12,465 | $1,926+547.3% | $4,871+155.9% | $3,061+307.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |