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 | $54,819 | $63,764-14.0% | $81,930-33.1% | $79,858-31.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 6.20% | 22.66%-16.5pp | 29.49%-23.3pp | 31.71%-25.5pp |
| Employer contribution / active EE | $4,645 | $1,795+158.7% | $4,310+7.8% | $2,471+88.0% |
| Participant deferral / active EE | $1,961 | $2,780-29.5% | $7,107-72.4% | $3,740-47.6% |
| Admin fee / account holder | $83 | $4,426-98.1% | $5,158-98.4% | $5,306-98.4% |