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 4-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 | $31,568 | $56,199-43.8% | $67,652-53.3% | $59,632-47.1% |
| Participation rate | 79.0% | 71.5%+7.5pp | 75.7%+3.3pp | 68.7%+10.3pp |
| Annual return | -3.62% | 18505.31%-18508.9pp | 6625.04%-6628.7pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $2,768 | $1,614+71.4% | $2,266+22.2% | $2,203+25.6% |
| Participant deferral / active EE | $5,371 | $2,844+88.9% | $3,560+50.9% | $3,192+68.3% |
| Admin fee / account holder | $27 | $3,958-99.3% | $4,821-99.4% | $4,297-99.4% |