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 | $16,100 | $45,073-64.3% | $69,455-76.8% | $72,985-77.9% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 0.30% | 22.65%-22.4pp | 28.97%-28.7pp | 81.00%-80.7pp |
| Employer contribution / active EE | $575 | $2,054-72.0% | $2,779-79.3% | $2,440-76.4% |
| Participant deferral / active EE | $1,036 | $2,602-60.2% | $3,535-70.7% | $3,607-71.3% |
| Admin fee / account holder | $8 | $3,056-99.7% | $3,839-99.8% | $5,124-99.8% |