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 6-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 | $128,666 | $91,517+40.6% | $101,248+27.1% | $73,409+75.3% |
| Participation rate | 86.4% | 73.8%+12.7pp | 75.8%+10.6pp | 72.2%+14.3pp |
| Annual return | -6.60% | 17.17%-23.8pp | 46.47%-53.1pp | 59.29%-65.9pp |
| Employer contribution / active EE | $23,144 | $2,877+704.5% | $3,660+532.4% | $2,234+936.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |