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 | $41,647 | $59,535-30.0% | $90,160-53.8% | $62,292-33.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.33% | 23.53%-12.2pp | 34.88%-23.6pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,484 | $1,826-18.7% | $3,318-55.3% | $2,042-27.3% |
| Participant deferral / active EE | $2,780 | $4,639-40.1% | $5,288-47.4% | $3,169-12.3% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |