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 | $17,920 | $47,456-62.2% | $172,739-89.6% | $77,787-77.0% |
| Participation rate | 89.8% | 66.3%+23.6pp | 82.6%+7.2pp | 73.2%+16.6pp |
| Annual return | 17.39% | 35.57%-18.2pp | 802.84%-785.4pp | 32.57%-15.2pp |
| Employer contribution / active EE | $1,229 | $1,574-21.9% | $5,143-76.1% | $2,504-50.9% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $11 | $81-86.5% | $13,954-99.9% | $100-89.1% |