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 | $47,471 | $85,766-44.7% | $136,294-65.2% | $70,131-32.3% |
| Participation rate | 94.7% | 74.2%+20.5pp | 81.9%+12.8pp | 69.5%+25.1pp |
| Annual return | 12.89% | 31.45%-18.6pp | 5155.94%-5143.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,355 | $2,966-20.6% | $4,695-49.9% | $2,342+0.5% |
| Participant deferral / active EE | $5,274 | $5,051+4.4% | $6,247-15.6% | $3,332+58.3% |
| Admin fee / account holder | $29 | $5,420-99.5% | $9,243-99.7% | $4,645-99.4% |