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 | $42,801 | $58,879-27.3% | $178,490-76.0% | $73,488-41.8% |
| Participation rate | 95.9% | 66.2%+29.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 2.94% | 24.86%-21.9pp | 151.07%-148.1pp | 28.51%-25.6pp |
| Employer contribution / active EE | $4,257 | $2,236+90.4% | $5,011-15.0% | $2,270+87.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |