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 | $78,890 | $75,183+4.9% | $123,892-36.3% | $55,167+43.0% |
| Participation rate | 99.1% | 72.8%+26.3pp | 81.4%+17.7pp | 69.0%+30.1pp |
| Annual return | 5.67% | 19.01%-13.3pp | 47.52%-41.8pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,079 | $2,823-61.8% | $4,617-76.6% | $1,963-45.0% |
| Participant deferral / active EE | $3,657 | $5,084-28.1% | $5,984-38.9% | $3,054+19.7% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.3% |