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 | $91,209 | $49,227+85.3% | $70,449+29.5% | $79,858+14.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.95% | 30.06%-25.1pp | 109.03%-104.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $3,884 | $2,099+85.0% | $2,737+41.9% | $2,471+57.2% |
| Participant deferral / active EE | $4,886 | $2,768+76.5% | $3,709+31.8% | $3,740+30.6% |
| Admin fee / account holder | $84 | $2,878-97.1% | $3,845-97.8% | $5,306-98.4% |