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 | $72,229 | $69,763+3.5% | $67,502+7.0% | $74,495-3.0% |
| Participation rate | 82.1% | 71.4%+10.7pp | 72.9%+9.2pp | 67.2%+14.9pp |
| Annual return | 10.67% | -40.34%+51.0pp | 3512.12%-3501.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,406 | $2,704-48.0% | $2,731-48.5% | $2,623-46.4% |
| Participant deferral / active EE | $2,135 | $3,636-41.3% | $4,000-46.6% | $4,346-50.9% |
| Admin fee / account holder | $13 | $896-98.5% | $3,998-99.7% | $1,942-99.3% |