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 | $39,246 | $85,202-53.9% | $172,739-77.3% | $72,985-46.2% |
| Participation rate | 78.1% | 70.1%+8.1pp | 82.6%-4.5pp | 69.5%+8.6pp |
| Annual return | 15.73% | 27.32%-11.6pp | 802.84%-787.1pp | 81.00%-65.3pp |
| Employer contribution / active EE | $1,527 | $3,324-54.1% | $5,143-70.3% | $2,440-37.4% |
| Participant deferral / active EE | $2,411 | $3,260-26.0% | $5,198-53.6% | $3,607-33.2% |
| Admin fee / account holder | $6 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |