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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,952 | $78,275-60.5% | $109,143-71.6% | $86,799-64.3% |
| Participation rate | 87.9% | 73.8%+14.1pp | 75.9%+12.0pp | 72.3%+15.6pp |
| Annual return | 11.73% | 19.14%-7.4pp | 25.75%-14.0pp | 97.91%-86.2pp |
| Employer contribution / active EE | $5,548 | $3,105+78.7% | $3,722+49.1% | $2,405+130.7% |
| Participant deferral / active EE | $1,912 | $3,641-47.5% | $4,653-58.9% | $4,131-53.7% |
| Admin fee / account holder | $48 | $198-75.8% | $6,752-99.3% | $170-71.6% |