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 | $93,367 | $41,281+126.2% | $109,313-14.6% | $57,658+61.9% |
| Participation rate | 98.2% | 59.3%+38.9pp | 71.3%+27.0pp | 70.2%+28.0pp |
| Annual return | 0.83% | 8.97%-8.1pp | 22.07%-21.2pp | 5.13%-4.3pp |
| Employer contribution / active EE | $2,284 | $1,201+90.1% | $3,892-41.3% | $1,974+15.7% |
| Participant deferral / active EE | $4,406 | $2,223+98.2% | $3,166+39.1% | $3,061+44.0% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |