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 | $67,367 | $71,802-6.2% | $133,980-49.7% | $57,658+16.8% |
| Participation rate | 89.8% | 85.5%+4.3pp | 87.1%+2.7pp | 70.2%+19.6pp |
| Annual return | 6.55% | 13.51%-7.0pp | 29.30%-22.8pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,404 | $3,161-24.0% | $5,211-53.9% | $1,974+21.8% |
| Participant deferral / active EE | $3,575 | $4,606-22.4% | $6,282-43.1% | $3,061+16.8% |
| Admin fee / account holder | $8 | $88-90.8% | $9,324-99.9% | $95-91.5% |