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 | $68,245 | $45,073+51.4% | $69,455-1.7% | $72,985-6.5% |
| Participation rate | 97.0% | 68.5%+28.5pp | 74.6%+22.4pp | 69.5%+27.5pp |
| Annual return | 5.18% | 22.65%-17.5pp | 28.97%-23.8pp | 81.00%-75.8pp |
| Employer contribution / active EE | $2,329 | $2,054+13.4% | $2,779-16.2% | $2,440-4.5% |
| Participant deferral / active EE | $3,453 | $2,602+32.7% | $3,535-2.3% | $3,607-4.3% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |