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 | $44,079 | $52,953-16.8% | $172,739-74.5% | $65,185-32.4% |
| Participation rate | 95.2% | 66.2%+29.0pp | 82.6%+12.5pp | 70.2%+25.0pp |
| Annual return | 3.70% | 30.12%-26.4pp | 802.84%-799.1pp | 29.38%-25.7pp |
| Employer contribution / active EE | $4,529 | $2,190+106.8% | $5,143-11.9% | $2,177+108.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |