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 | $113,770 | $84,948+33.9% | $70,449+61.5% | $73,409+55.0% |
| Participation rate | 99.6% | 79.9%+19.7pp | 75.1%+24.6pp | 72.2%+27.5pp |
| Annual return | 4.19% | 13.39%-9.2pp | 109.03%-104.8pp | 59.29%-55.1pp |
| Employer contribution / active EE | $6,309 | $2,834+122.6% | $2,737+130.5% | $2,234+182.5% |
| Participant deferral / active EE | $2,761 | $3,387-18.5% | $3,709-25.6% | $3,805-27.4% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |