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 3-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 | $100,696 | $74,552+35.1% | $62,995+59.8% | $69,631+44.6% |
| Participation rate | 84.9% | 78.3%+6.6pp | 74.8%+10.1pp | 70.7%+14.2pp |
| Annual return | 12.22% | 15.77%-3.6pp | 87.57%-75.4pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,931 | $2,974+233.9% | $3,329+198.3% | $3,224+208.1% |
| Admin fee / account holder | $5 | $59-91.6% | $3,600-99.9% | $110-95.5% |