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 | $36,757 | $66,601-44.8% | $92,893-60.4% | $67,579-45.6% |
| Participation rate | 70.1% | 72.5%-2.4pp | 76.0%-5.9pp | 71.3%-1.2pp |
| Annual return | 15.58% | 92.58%-77.0pp | 109.41%-93.8pp | 378.56%-363.0pp |
| Employer contribution / active EE | $4,077 | $2,775+46.9% | $3,653+11.6% | $2,148+89.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $57 | $199-71.3% | $5,794-99.0% | $142-59.9% |