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 | $70,607 | $46,732+51.1% | $156,549-54.9% | $55,167+28.0% |
| Participation rate | 99.1% | 65.8%+33.3pp | 84.0%+15.0pp | 69.0%+30.1pp |
| Annual return | 4.01% | 17.72%-13.7pp | 32.23%-28.2pp | 169.23%-165.2pp |
| Employer contribution / active EE | $6,513 | $2,105+209.4% | $5,501+18.4% | $1,963+231.9% |
| Participant deferral / active EE | $5,040 | $2,204+128.7% | $4,871+3.5% | $3,054+65.0% |
| Admin fee / account holder | $92 | $418-78.1% | $13,027-99.3% | $504-81.8% |