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 | $37,283 | $46,553-19.9% | $64,056-41.8% | $75,163-50.4% |
| Participation rate | 97.1% | 65.9%+31.2pp | 72.3%+24.8pp | 67.2%+30.0pp |
| Annual return | 9.91% | 26.03%-16.1pp | 33.69%-23.8pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,485 | $1,974-24.7% | $2,747-45.9% | $2,670-44.4% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |