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 | $54,516 | $58,879-7.4% | $178,490-69.5% | $73,488-25.8% |
| Participation rate | 86.1% | 66.2%+19.9pp | 81.9%+4.2pp | 70.7%+15.5pp |
| Annual return | 9.51% | 24.86%-15.4pp | 151.07%-141.6pp | 28.51%-19.0pp |
| Employer contribution / active EE | $3,110 | $2,236+39.1% | $5,011-37.9% | $2,270+37.0% |
| Participant deferral / active EE | $3,530 | $2,567+37.5% | $5,202-32.1% | $3,740-5.6% |
| Admin fee / account holder | $21 | $400-94.6% | $13,984-99.8% | $513-95.8% |