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 | $37,072 | $155,795-76.2% | $136,294-72.8% | $69,631-46.8% |
| Participation rate | 79.1% | 75.2%+3.9pp | 81.9%-2.8pp | 70.7%+8.4pp |
| Annual return | 12.85% | 232464.33%-232451.5pp | 5155.94%-5143.1pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $4,597 | $2,991+53.7% | $4,695-2.1% | $2,032+126.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $94 | $128-27.0% | $9,243-99.0% | $110-15.2% |