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 | $80,791 | $56,277+43.6% | $80,975-0.2% | $62,891+28.5% |
| Participation rate | 84.3% | 69.0%+15.4pp | 75.8%+8.5pp | 69.3%+15.0pp |
| Annual return | 2.15% | 22.12%-20.0pp | 17.10%-15.0pp | 20.14%-18.0pp |
| Employer contribution / active EE | $3,529 | $1,943+81.6% | $3,714-5.0% | $2,281+54.7% |
| Participant deferral / active EE | $7,179 | $4,195+71.1% | $5,696+26.0% | $3,203+124.1% |
| Admin fee / account holder | $31 | $3,741-99.2% | $5,516-99.4% | $4,296-99.3% |