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 | $110,450 | $74,552+48.2% | $62,995+75.3% | $69,631+58.6% |
| Participation rate | 95.0% | 78.3%+16.7pp | 74.8%+20.1pp | 70.7%+24.3pp |
| Annual return | 12.46% | 15.77%-3.3pp | 87.57%-75.1pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $4,220 | $2,929+44.1% | $2,759+53.0% | $2,032+107.7% |
| Participant deferral / active EE | $5,030 | $2,974+69.1% | $3,329+51.1% | $3,224+56.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |