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 | $111,244 | $75,183+48.0% | $123,892-10.2% | $55,167+101.7% |
| Participation rate | 92.4% | 72.8%+19.5pp | 81.4%+10.9pp | 69.0%+23.4pp |
| Annual return | 5.32% | 19.01%-13.7pp | 47.52%-42.2pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,545 | $2,823-45.3% | $4,617-66.5% | $1,963-21.3% |
| Participant deferral / active EE | $4,239 | $5,084-16.6% | $5,984-29.2% | $3,054+38.8% |
| Admin fee / account holder | $123 | $663-81.4% | $8,357-98.5% | $504-75.6% |