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 | $60,981 | $53,412+14.2% | $68,509-11.0% | $52,331+16.5% |
| Participation rate | 76.4% | 71.7%+4.7pp | 74.7%+1.7pp | 68.1%+8.3pp |
| Annual return | -3.06% | 3.42%-6.5pp | 8.27%-11.3pp | 4.54%-7.6pp |
| Employer contribution / active EE | $2,159 | $1,607+34.3% | $2,278-5.2% | $1,882+14.7% |
| Participant deferral / active EE | $3,437 | $2,688+27.9% | $3,382+1.6% | $3,022+13.7% |
| Admin fee / account holder | $155 | $461-66.4% | $5,275-97.1% | $592-73.8% |