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 | $62,953 | $82,279-23.5% | $77,999-19.3% | $63,975-1.6% |
| Participation rate | 86.8% | 84.7%+2.1pp | 75.5%+11.3pp | 71.1%+15.7pp |
| Annual return | 5.56% | 11.20%-5.6pp | 425.96%-420.4pp | 48.65%-43.1pp |
| Employer contribution / active EE | $3,841 | $3,297+16.5% | $2,470+55.5% | $2,182+76.1% |
| Participant deferral / active EE | $2,396 | $4,538-47.2% | $3,497-31.5% | $3,356-28.6% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |