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 | $81,431 | $52,467+55.2% | $57,179+42.4% | $55,167+47.6% |
| Participation rate | 99.4% | 75.8%+23.6pp | 75.3%+24.1pp | 69.0%+30.4pp |
| Annual return | 0.82% | 7.72%-6.9pp | 14.59%-13.8pp | 169.23%-168.4pp |
| Employer contribution / active EE | $2,866 | $2,477+15.7% | $2,682+6.8% | $1,963+46.0% |
| Participant deferral / active EE | $3,246 | $2,830+14.7% | $3,096+4.8% | $3,054+6.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |