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 | $81,156 | $100,801-19.5% | $149,696-45.8% | $73,409+10.6% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.5%+14.5pp | 72.2%+24.8pp |
| Annual return | 5.46% | 265.34%-259.9pp | 276.60%-271.1pp | 59.29%-53.8pp |
| Employer contribution / active EE | $3,984 | $3,312+20.3% | $4,644-14.2% | $2,234+78.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $15 | $181-91.7% | $9,309-99.8% | $158-90.5% |