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 9-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 | $109,809 | $60,795+80.6% | $69,455+58.1% | $65,185+68.5% |
| Participation rate | 74.8% | 74.9%0pp | 74.6%+0.2pp | 70.2%+4.6pp |
| Annual return | 5.11% | 17.46%-12.3pp | 28.97%-23.9pp | 29.38%-24.3pp |
| Employer contribution / active EE | $2,996 | $2,452+22.2% | $2,779+7.8% | $2,177+37.6% |
| Participant deferral / active EE | $4,061 | $3,162+28.4% | $3,535+14.9% | $3,514+15.6% |
| Admin fee / account holder | $0 | $314-99.9% | $3,839-100.0% | $847-100.0% |