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 | $80,162 | $73,125+9.6% | $125,175-36.0% | $77,787+3.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.8%+20.2pp | 73.2%+26.8pp |
| Annual return | 19.18% | 24.71%-5.5pp | 43.79%-24.6pp | 32.57%-13.4pp |
| Employer contribution / active EE | $929 | $2,413-61.5% | $3,865-76.0% | $2,504-62.9% |
| Participant deferral / active EE | $4,295 | $3,966+8.3% | $4,937-13.0% | $3,967+8.3% |
| Admin fee / account holder | $108 | $89+21.1% | $9,702-98.9% | $100+8.2% |