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 | $101,657 | $99,957+1.7% | $149,696-32.1% | $73,488+38.3% |
| Participation rate | 97.7% | 75.7%+22.0pp | 82.5%+15.2pp | 70.7%+27.0pp |
| Annual return | 9.29% | 53.87%-44.6pp | 276.60%-267.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $5,450 | $3,191+70.8% | $4,644+17.3% | $2,270+140.1% |
| Participant deferral / active EE | $5,595 | $6,073-7.9% | $6,842-18.2% | $3,740+49.6% |
| Admin fee / account holder | $22 | $551-96.0% | $9,309-99.8% | $513-95.7% |