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 | $109,524 | $95,542+14.6% | $69,455+57.7% | $67,579+62.1% |
| Participation rate | 99.6% | 79.4%+20.3pp | 74.6%+25.0pp | 71.3%+28.3pp |
| Annual return | 5.11% | 17.67%-12.6pp | 28.97%-23.9pp | 378.56%-373.5pp |
| Employer contribution / active EE | $6,435 | $2,989+115.3% | $2,779+131.6% | $2,148+199.6% |
| Participant deferral / active EE | $2,767 | $3,263-15.2% | $3,535-21.8% | $3,539-21.8% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |