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 | $110,266 | $100,923+9.3% | $150,045-26.5% | $74,304+48.4% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.3%+14.6pp | 60.3%+36.6pp |
| Annual return | 14.27% | 51.77%-37.5pp | 62.55%-48.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,799 | $3,463-19.2% | $4,693-40.4% | $2,241+24.9% |
| Participant deferral / active EE | $6,366 | $6,709-5.1% | $7,997-20.4% | $3,767+69.0% |
| Admin fee / account holder | $128 | $2,767-95.4% | $13,435-99.0% | $2,969-95.7% |