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 | $15,965 | $54,237-70.6% | $90,281-82.3% | $67,579-76.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 3.76% | 37.27%-33.5pp | 78.10%-74.3pp | 378.56%-374.8pp |
| Employer contribution / active EE | $583 | $1,846-68.4% | $2,854-79.6% | $2,148-72.9% |
| Participant deferral / active EE | $983 | $2,625-62.6% | $3,885-74.7% | $3,539-72.2% |
| Admin fee / account holder | $5 | $123-95.6% | $5,351-99.9% | $142-96.2% |