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 | $52,038 | $65,376-20.4% | $87,100-40.3% | $65,185-20.2% |
| Participation rate | 87.1% | 75.3%+11.7pp | 76.9%+10.2pp | 70.2%+16.9pp |
| Annual return | 1.52% | 31.27%-29.8pp | 28.19%-26.7pp | 29.38%-27.9pp |
| Employer contribution / active EE | $545 | $1,822-70.1% | $2,521-78.4% | $2,177-74.9% |
| Participant deferral / active EE | $2,823 | $3,388-16.7% | $4,049-30.3% | $3,514-19.6% |
| Admin fee / account holder | $12 | $520-97.7% | $7,497-99.8% | $847-98.6% |