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 | $55,488 | $95,542-41.9% | $69,455-20.1% | $67,579-17.9% |
| Participation rate | 88.6% | 79.4%+9.3pp | 74.6%+14.0pp | 71.3%+17.4pp |
| Annual return | 4.71% | 17.67%-13.0pp | 28.97%-24.3pp | 378.56%-373.8pp |
| Employer contribution / active EE | $2,554 | $2,989-14.5% | $2,779-8.1% | $2,148+18.9% |
| Participant deferral / active EE | $3,352 | $3,263+2.7% | $3,535-5.2% | $3,539-5.3% |
| Admin fee / account holder | $264 | $90+193.7% | $3,839-93.1% | $142+85.4% |