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 | $115,168 | $65,322+76.3% | $70,449+63.5% | $73,488+56.7% |
| Participation rate | 77.7% | 77.0%+0.7pp | 75.1%+2.6pp | 70.7%+7.0pp |
| Annual return | 5.30% | 15.71%-10.4pp | 109.03%-103.7pp | 28.51%-23.2pp |
| Employer contribution / active EE | $3,290 | $2,460+33.7% | $2,737+20.2% | $2,270+44.9% |
| Participant deferral / active EE | $4,638 | $3,375+37.4% | $3,709+25.1% | $3,740+24.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |