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 | $46,079 | $58,655-21.4% | $91,989-49.9% | $65,185-29.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 5.38% | 33.92%-28.5pp | 69.02%-63.6pp | 29.38%-24.0pp |
| Employer contribution / active EE | $1,734 | $2,080-16.6% | $3,452-49.8% | $2,177-20.3% |
| Participant deferral / active EE | $2,503 | $5,474-54.3% | $5,923-57.7% | $3,514-28.8% |
| Admin fee / account holder | $0 | $434-100.0% | $7,743-100.0% | $847-100.0% |