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 | $58,844 | $82,279-28.5% | $77,999-24.6% | $63,975-8.0% |
| Participation rate | 82.4% | 84.7%-2.3pp | 75.5%+6.9pp | 71.1%+11.3pp |
| Annual return | 6.11% | 11.20%-5.1pp | 425.96%-419.9pp | 48.65%-42.5pp |
| Employer contribution / active EE | $1,517 | $3,297-54.0% | $2,470-38.6% | $2,182-30.4% |
| Participant deferral / active EE | $2,168 | $4,538-52.2% | $3,497-38.0% | $3,356-35.4% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |