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 | $43,435 | $65,322-33.5% | $70,449-38.3% | $73,488-40.9% |
| Participation rate | 70.6% | 77.0%-6.4pp | 75.1%-4.5pp | 70.7%-0.1pp |
| Annual return | 4.56% | 15.71%-11.2pp | 109.03%-104.5pp | 28.51%-24.0pp |
| Employer contribution / active EE | $796 | $2,460-67.6% | $2,737-70.9% | $2,270-64.9% |
| Participant deferral / active EE | $1,835 | $3,375-45.6% | $3,709-50.5% | $3,740-50.9% |
| Admin fee / account holder | $20 | $214-90.7% | $3,845-99.5% | $513-96.1% |