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 | $122,547 | $52,467+133.6% | $57,179+114.3% | $55,167+122.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 0.62% | 7.72%-7.1pp | 14.59%-14.0pp | 169.23%-168.6pp |
| Employer contribution / active EE | $6,801 | $2,477+174.5% | $2,682+153.6% | $1,963+246.6% |
| Participant deferral / active EE | $4,321 | $2,830+52.7% | $3,096+39.6% | $3,054+41.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |