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 | $43,049 | $51,769-16.8% | $57,343-24.9% | $52,331-17.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | -1.52% | 2.43%-3.9pp | 24.39%-25.9pp | 4.54%-6.1pp |
| Employer contribution / active EE | $3,622 | $2,335+55.1% | $2,689+34.7% | $1,882+92.5% |
| Participant deferral / active EE | $2,684 | $2,794-3.9% | $3,162-15.1% | $3,022-11.2% |
| Admin fee / account holder | $93 | $295-68.4% | $3,356-97.2% | $592-84.3% |