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 | $61,916 | $74,089-16.4% | $133,980-53.8% | $55,167+12.2% |
| Participation rate | 89.0% | 84.3%+4.7pp | 87.1%+1.9pp | 69.0%+20.0pp |
| Annual return | 5.79% | 12.11%-6.3pp | 29.30%-23.5pp | 169.23%-163.4pp |
| Employer contribution / active EE | $3,632 | $3,064+18.5% | $5,211-30.3% | $1,963+85.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |