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 | $36,684 | $91,517-59.9% | $101,248-63.8% | $73,409-50.0% |
| Participation rate | 99.0% | 73.8%+25.2pp | 75.8%+23.2pp | 72.2%+26.8pp |
| Annual return | 7.36% | 17.17%-9.8pp | 46.47%-39.1pp | 59.29%-51.9pp |
| Employer contribution / active EE | $3,630 | $2,877+26.2% | $3,660-0.8% | $2,234+62.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $2 | $216-99.3% | $5,945-100.0% | $158-99.0% |