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 | $85,639 | $101,523-15.6% | $141,162-39.3% | $77,787+10.1% |
| Participation rate | 79.3% | 77.4%+1.9pp | 82.5%-3.2pp | 73.2%+6.1pp |
| Annual return | 8.29% | 56.22%-47.9pp | 71.39%-63.1pp | 32.57%-24.3pp |
| Employer contribution / active EE | $5,963 | $3,341+78.5% | $4,735+25.9% | $2,504+138.1% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $10,261-100.0% | $100-100.0% |