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 | $104,658 | $52,467+99.5% | $57,179+83.0% | $55,167+89.7% |
| Participation rate | 86.5% | 75.8%+10.6pp | 75.3%+11.1pp | 69.0%+17.5pp |
| Annual return | 0.92% | 7.72%-6.8pp | 14.59%-13.7pp | 169.23%-168.3pp |
| Employer contribution / active EE | $2,594 | $2,477+4.7% | $2,682-3.3% | $1,963+32.2% |
| Participant deferral / active EE | $4,154 | $2,830+46.8% | $3,096+34.2% | $3,054+36.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |