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 8-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 | $26,247 | $67,411-61.1% | $91,001-71.2% | $70,131-62.6% |
| Participation rate | 86.3% | 71.4%+14.9pp | 75.6%+10.7pp | 69.5%+16.8pp |
| Annual return | 0.66% | -40.16%+40.8pp | 4.60%-3.9pp | 73.14%-72.5pp |
| Employer contribution / active EE | $7,453 | $1,786+317.3% | $2,456+203.5% | $2,342+218.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8 | $4,236-99.8% | $5,417-99.8% | $4,645-99.8% |