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 | $56,261 | $57,976-3.0% | $62,995-10.7% | $62,292-9.7% |
| Participation rate | 97.1% | 75.9%+21.2pp | 74.8%+22.3pp | 69.5%+27.6pp |
| Annual return | 10.25% | 17.54%-7.3pp | 87.57%-77.3pp | 28.90%-18.6pp |
| Employer contribution / active EE | $2,525 | $2,415+4.6% | $2,759-8.5% | $2,042+23.6% |
| Participant deferral / active EE | $2,395 | $2,956-19.0% | $3,329-28.1% | $3,169-24.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |