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 | $52,110 | $52,953-1.6% | $172,739-69.8% | $65,185-20.1% |
| Participation rate | 84.1% | 66.2%+17.9pp | 82.6%+1.5pp | 70.2%+13.9pp |
| Annual return | 0.98% | 30.12%-29.1pp | 802.84%-801.9pp | 29.38%-28.4pp |
| Employer contribution / active EE | $2,942 | $2,190+34.4% | $5,143-42.8% | $2,177+35.2% |
| Participant deferral / active EE | $3,021 | $2,471+22.3% | $5,198-41.9% | $3,514-14.0% |
| Admin fee / account holder | $30 | $472-93.6% | $13,954-99.8% | $847-96.4% |