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 | $127,901 | $65,322+95.8% | $70,449+81.6% | $73,488+74.0% |
| Participation rate | 94.5% | 77.0%+17.5pp | 75.1%+19.4pp | 70.7%+23.8pp |
| Annual return | 4.02% | 15.71%-11.7pp | 109.03%-105.0pp | 28.51%-24.5pp |
| Employer contribution / active EE | $3,068 | $2,460+24.7% | $2,737+12.1% | $2,270+35.1% |
| Participant deferral / active EE | $3,876 | $3,375+14.9% | $3,709+4.5% | $3,740+3.7% |
| Admin fee / account holder | $42 | $214-80.4% | $3,845-98.9% | $513-91.8% |