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 | $62,923 | $89,739-29.9% | $149,718-58.0% | $62,292+1.0% |
| Participation rate | 93.5% | 85.1%+8.4pp | 87.1%+6.5pp | 69.5%+24.0pp |
| Annual return | 3.88% | 21.01%-17.1pp | 1501.63%-1497.8pp | 28.90%-25.0pp |
| Employer contribution / active EE | $3,843 | $3,233+18.9% | $5,445-29.4% | $2,042+88.2% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |