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 | $235,407 | $63,905+268.4% | $74,183+217.3% | $57,658+308.3% |
| Participation rate | 98.2% | 79.8%+18.5pp | 76.6%+21.6pp | 70.2%+28.0pp |
| Annual return | 2.95% | 60.60%-57.7pp | 17.74%-14.8pp | 5.13%-2.2pp |
| Employer contribution / active EE | $17,566 | $1,840+854.4% | $2,370+641.2% | $1,974+790.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |