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 | $142,508 | $89,652+59.0% | $141,162+1.0% | $65,185+118.6% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.5%+15.9pp | 70.2%+28.2pp |
| Annual return | 18.55% | 32.79%-14.2pp | 71.39%-52.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $5,587 | $3,065+82.3% | $4,735+18.0% | $2,177+156.7% |
| Participant deferral / active EE | $8,546 | $5,691+50.2% | $6,709+27.4% | $3,514+143.2% |
| Admin fee / account holder | $164 | $569-71.1% | $10,261-98.4% | $847-80.6% |