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 | $35,517 | $49,227-27.9% | $70,449-49.6% | $79,858-55.5% |
| Participation rate | 98.9% | 69.2%+29.7pp | 75.1%+23.8pp | 69.6%+29.2pp |
| Annual return | 4.63% | 30.06%-25.4pp | 109.03%-104.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $2,456 | $2,099+17.0% | $2,737-10.3% | $2,471-0.6% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |