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 9-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 | $104,462 | $48,076+117.3% | $78,689+32.8% | $62,891+66.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 2.20% | 31.35%-29.2pp | 62.18%-60.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $3,759 | $2,015+86.6% | $2,851+31.9% | $2,281+64.8% |
| Participant deferral / active EE | $9,278 | $2,588+258.5% | $3,517+163.8% | $3,203+189.7% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |