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 | $102,594 | $123,793-17.1% | $177,821-42.3% | $79,858+28.5% |
| Participation rate | 82.9% | 84.7%-1.8pp | 87.7%-4.8pp | 69.6%+13.3pp |
| Annual return | 9.36% | 22.82%-13.5pp | 48.32%-39.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $2,415 | $4,095-41.0% | $5,918-59.2% | $2,471-2.3% |
| Participant deferral / active EE | $6,153 | $5,956+3.3% | $7,714-20.2% | $3,740+64.5% |
| Admin fee / account holder | $50 | $7,243-99.3% | $12,427-99.6% | $5,306-99.1% |