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 | $44,099 | $43,133+2.2% | $89,391-50.7% | $73,488-40.0% |
| Participation rate | 86.3% | 55.0%+31.3pp | 68.0%+18.3pp | 70.7%+15.6pp |
| Annual return | 9.37% | 135.66%-126.3pp | 245.62%-236.2pp | 28.51%-19.1pp |
| Employer contribution / active EE | $1,743 | $1,438+21.2% | $2,586-32.6% | $2,270-23.2% |
| Participant deferral / active EE | $1,739 | $2,445-28.9% | $3,890-55.3% | $3,740-53.5% |
| Admin fee / account holder | $24 | $444-94.6% | $4,881-99.5% | $513-95.3% |