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 9-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 | $70,377 | $65,557+7.4% | $64,056+9.9% | $71,457-1.5% |
| Participation rate | 98.9% | 73.2%+25.8pp | 72.3%+26.6pp | 67.9%+31.0pp |
| Annual return | 8.71% | 18.94%-10.2pp | 33.69%-25.0pp | 28.85%-20.1pp |
| Employer contribution / active EE | $2,229 | $2,669-16.5% | $2,747-18.9% | $2,588-13.9% |
| Participant deferral / active EE | $3,196 | $3,626-11.8% | $3,880-17.6% | $4,289-25.5% |
| Admin fee / account holder | $145 | $616-76.5% | $3,068-95.3% | $1,587-90.9% |