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 | $46,270 | $64,705-28.5% | $62,929-26.5% | $67,986-31.9% |
| Participation rate | 98.3% | 65.6%+32.7pp | 73.1%+25.2pp | 57.2%+41.1pp |
| Annual return | 9.90% | 20.31%-10.4pp | 1063.93%-1054.0pp | 31.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,208 | $3,198-62.2% | $3,888-68.9% | $3,358-64.0% |
| Admin fee / account holder | $8 | $1,428-99.5% | $5,065-99.8% | $3,203-99.8% |