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 | $96,060 | $54,590+76.0% | $81,930+17.2% | $73,488+30.7% |
| Participation rate | 95.9% | 68.3%+27.6pp | 72.0%+23.9pp | 70.7%+25.3pp |
| Annual return | 10.83% | 17.74%-6.9pp | 29.49%-18.7pp | 28.51%-17.7pp |
| Employer contribution / active EE | $3,696 | $1,636+125.9% | $4,310-14.2% | $2,270+62.8% |
| Participant deferral / active EE | $3,173 | $2,759+15.0% | $7,107-55.4% | $3,740-15.2% |
| Admin fee / account holder | $0 | $592-100.0% | $5,158-100.0% | $513-100.0% |