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 | $53,890 | $155,795-65.4% | $136,294-60.5% | $69,631-22.6% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 70.7%+24.1pp |
| Annual return | 10.92% | 232464.33%-232453.4pp | 5155.94%-5145.0pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $1,632 | $2,991-45.4% | $4,695-65.2% | $2,032-19.7% |
| Participant deferral / active EE | $2,329 | $5,394-56.8% | $6,247-62.7% | $3,224-27.7% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |