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 | $48,839 | $63,299-22.8% | $91,001-46.3% | $62,292-21.6% |
| Participation rate | 74.3% | 73.3%+1.0pp | 75.6%-1.3pp | 69.5%+4.8pp |
| Annual return | 12.00% | 20.99%-9.0pp | 4.60%+7.4pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,363 | $1,807-24.6% | $2,456-44.5% | $2,042-33.3% |
| Participant deferral / active EE | $2,968 | $2,943+0.8% | $3,547-16.3% | $3,169-6.4% |
| Admin fee / account holder | $38 | $468-92.0% | $5,417-99.3% | $479-92.2% |