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 | $96,073 | $89,652+7.2% | $141,162-31.9% | $65,185+47.4% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 18.84% | 32.79%-14.0pp | 71.39%-52.5pp | 29.38%-10.5pp |
| Employer contribution / active EE | $4,488 | $3,065+46.4% | $4,735-5.2% | $2,177+106.2% |
| Participant deferral / active EE | $5,401 | $5,691-5.1% | $6,709-19.5% | $3,514+53.7% |
| Admin fee / account holder | $26 | $569-95.4% | $10,261-99.7% | $847-96.9% |