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 | $79,048 | $59,186+33.6% | $76,768+3.0% | $56,287+40.4% |
| Participation rate | 78.8% | 75.2%+3.6pp | 77.0%+1.9pp | 69.9%+9.0pp |
| Annual return | -6.93% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,045 | $1,759+16.3% | $2,485-17.7% | $2,111-3.1% |
| Participant deferral / active EE | $5,855 | $3,255+79.9% | $3,852+52.0% | $3,350+74.8% |
| Admin fee / account holder | $24 | $489-95.1% | $6,675-99.6% | $521-95.4% |