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 | $24,888 | $46,732-46.7% | $156,549-84.1% | $55,167-54.9% |
| Participation rate | 72.1% | 65.8%+6.3pp | 84.0%-12.0pp | 69.0%+3.1pp |
| Annual return | 3.76% | 17.72%-14.0pp | 32.23%-28.5pp | 169.23%-165.5pp |
| Employer contribution / active EE | $1,739 | $2,105-17.4% | $5,501-68.4% | $1,963-11.4% |
| Participant deferral / active EE | $2,580 | $2,204+17.1% | $4,871-47.0% | $3,054-15.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |