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 | $50,651 | $45,035+12.5% | $62,995-19.6% | $70,131-27.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.13% | 18.76%-7.6pp | 87.57%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,355 | $2,051+14.8% | $2,759-14.6% | $2,342+0.5% |
| Participant deferral / active EE | $2,886 | $2,465+17.1% | $3,329-13.3% | $3,332-13.4% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |