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 9-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 | $37,538 | $91,517-59.0% | $101,248-62.9% | $73,409-48.9% |
| Participation rate | 74.2% | 73.8%+0.4pp | 75.8%-1.7pp | 72.2%+2.0pp |
| Annual return | -6.49% | 17.17%-23.7pp | 46.47%-53.0pp | 59.29%-65.8pp |
| Employer contribution / active EE | $856 | $2,877-70.2% | $3,660-76.6% | $2,234-61.7% |
| Participant deferral / active EE | $3,674 | $3,338+10.1% | $4,370-15.9% | $3,805-3.4% |
| Admin fee / account holder | $8 | $216-96.5% | $5,945-99.9% | $158-95.2% |