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 | $65,794 | $57,976+13.5% | $62,995+4.4% | $62,292+5.6% |
| Participation rate | 94.2% | 75.9%+18.2pp | 74.8%+19.4pp | 69.5%+24.7pp |
| Annual return | 11.35% | 17.54%-6.2pp | 87.57%-76.2pp | 28.90%-17.5pp |
| Employer contribution / active EE | $3,838 | $2,415+59.0% | $2,759+39.1% | $2,042+88.0% |
| Participant deferral / active EE | $1,566 | $2,956-47.0% | $3,329-53.0% | $3,169-50.6% |
| Admin fee / account holder | $3 | $276-99.1% | $3,600-99.9% | $479-99.5% |