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 | $102,011 | $155,795-34.5% | $136,294-25.2% | $69,631+46.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.97% | 232464.33%-232451.4pp | 5155.94%-5143.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $6,324 | $2,991+111.5% | $4,695+34.7% | $2,032+211.2% |
| Participant deferral / active EE | $8,757 | $5,394+62.4% | $6,247+40.2% | $3,224+171.6% |
| Admin fee / account holder | $13 | $128-89.7% | $9,243-99.9% | $110-88.1% |