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 | $70,712 | $84,948-16.8% | $70,449+0.4% | $73,409-3.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 4.37% | 13.39%-9.0pp | 109.03%-104.7pp | 59.29%-54.9pp |
| Employer contribution / active EE | $4,465 | $2,834+57.6% | $2,737+63.2% | $2,234+99.9% |
| Participant deferral / active EE | $4,236 | $3,387+25.1% | $3,709+14.2% | $3,805+11.3% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |