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 9-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 | $55,922 | $51,244+9.1% | $80,975-30.9% | $55,167+1.4% |
| Participation rate | 93.7% | 71.7%+22.0pp | 75.8%+17.9pp | 69.0%+24.7pp |
| Annual return | 5.92% | 17.39%-11.5pp | 17.10%-11.2pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,147 | $4,418+61.8% | $5,696+25.5% | $3,054+134.0% |
| Admin fee / account holder | $0 | $398-100.0% | $5,516-100.0% | $504-100.0% |