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 | $72,673 | $74,347-2.3% | $93,606-22.4% | $67,579+7.5% |
| Participation rate | 89.5% | 80.6%+8.9pp | 75.8%+13.7pp | 71.3%+18.2pp |
| Annual return | 18.68% | 28.07%-9.4pp | 32.76%-14.1pp | 378.56%-359.9pp |
| Employer contribution / active EE | $2,136 | $2,583-17.3% | $2,718-21.4% | $2,148-0.6% |
| Participant deferral / active EE | $2,559 | $4,060-37.0% | $4,069-37.1% | $3,539-27.7% |
| Admin fee / account holder | $55 | $123-55.3% | $7,888-99.3% | $142-61.5% |