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 | $144,157 | $58,879+144.8% | $178,490-19.2% | $73,488+96.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 3.75% | 24.86%-21.1pp | 151.07%-147.3pp | 28.51%-24.8pp |
| Employer contribution / active EE | $5,221 | $2,236+133.5% | $5,011+4.2% | $2,270+130.0% |
| Participant deferral / active EE | $3,603 | $2,567+40.3% | $5,202-30.7% | $3,740-3.7% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |