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 | $20,932 | $52,670-60.3% | $90,404-76.8% | $73,409-71.5% |
| Participation rate | 97.8% | 67.7%+30.2pp | 72.7%+25.2pp | 72.2%+25.7pp |
| Annual return | 8.96% | 20.70%-11.7pp | 1293.02%-1284.1pp | 59.29%-50.3pp |
| Employer contribution / active EE | $2,519 | $1,872+34.6% | $3,262-22.8% | $2,234+12.8% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1 | $117-99.4% | $5,611-100.0% | $158-99.6% |