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 | $90,637 | $82,783+9.5% | $133,956-32.3% | $90,288+0.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 79.8%+20.2pp | 73.4%+26.6pp |
| Annual return | 13.12% | 21.89%-8.8pp | 45.09%-32.0pp | 53.97%-40.8pp |
| Employer contribution / active EE | $956 | $2,388-60.0% | $3,919-75.6% | $2,524-62.1% |
| Participant deferral / active EE | $4,521 | $4,291+5.4% | $5,048-10.4% | $4,232+6.8% |
| Admin fee / account holder | $109 | $93+17.2% | $8,927-98.8% | $114-4.6% |