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 | $213,663 | $89,652+138.3% | $141,162+51.4% | $65,185+227.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 18.04% | 32.79%-14.8pp | 71.39%-53.3pp | 29.38%-11.3pp |
| Employer contribution / active EE | $9,585 | $3,065+212.8% | $4,735+102.4% | $2,177+340.4% |
| Participant deferral / active EE | $10,451 | $5,691+83.6% | $6,709+55.8% | $3,514+197.4% |
| Admin fee / account holder | $31 | $569-94.5% | $10,261-99.7% | $847-96.3% |