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 | $31,324 | $55,453-43.5% | $170,442-81.6% | $62,292-49.7% |
| Participation rate | 98.8% | 66.4%+32.4pp | 83.6%+15.2pp | 69.5%+29.3pp |
| Annual return | 11.36% | 21.38%-10.0pp | 205.93%-194.6pp | 28.90%-17.5pp |
| Employer contribution / active EE | $1,306 | $2,164-39.6% | $5,433-76.0% | $2,042-36.1% |
| Participant deferral / active EE | $3,477 | $2,303+51.0% | $4,939-29.6% | $3,169+9.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |