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 | $192,496 | $57,976+232.0% | $62,995+205.6% | $62,292+209.0% |
| Participation rate | 91.5% | 75.9%+15.6pp | 74.8%+16.7pp | 69.5%+22.0pp |
| Annual return | 11.54% | 17.54%-6.0pp | 87.57%-76.0pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,884 | $2,415-22.0% | $2,759-31.7% | $2,042-7.7% |
| Participant deferral / active EE | $2,128 | $2,956-28.0% | $3,329-36.1% | $3,169-32.8% |
| Admin fee / account holder | $13 | $276-95.5% | $3,600-99.7% | $479-97.4% |