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 | $39,918 | $75,284-47.0% | $91,001-56.1% | $69,631-42.7% |
| Participation rate | 99.4% | 80.4%+19.0pp | 75.6%+23.8pp | 70.7%+28.7pp |
| Annual return | 11.65% | 48.40%-36.7pp | 4.60%+7.1pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $8,171 | $2,473+230.4% | $2,456+232.7% | $2,032+302.1% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |