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 | $98,624 | $45,324+117.6% | $122,332-19.4% | $69,631+41.6% |
| Participation rate | 98.1% | 59.9%+38.1pp | 71.6%+26.5pp | 70.7%+27.4pp |
| Annual return | 13.42% | 25.35%-11.9pp | 30.27%-16.9pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $2,265 | $1,230+84.2% | $4,050-44.1% | $2,032+11.5% |
| Participant deferral / active EE | $4,454 | $2,367+88.2% | $3,287+35.5% | $3,224+38.2% |
| Admin fee / account holder | $0 | $87-100.0% | $5,478-100.0% | $110-100.0% |