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 | $54,972 | $39,122+40.5% | $57,179-3.9% | $62,891-12.6% |
| Participation rate | 98.0% | 70.5%+27.5pp | 75.3%+22.6pp | 69.3%+28.7pp |
| Annual return | 0.46% | 9.23%-8.8pp | 14.59%-14.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $2,559 | $1,874+36.5% | $2,682-4.6% | $2,281+12.2% |
| Participant deferral / active EE | $3,030 | $2,374+27.6% | $3,096-2.1% | $3,203-5.4% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |