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 | $78,602 | $57,976+35.6% | $62,995+24.8% | $62,292+26.2% |
| Participation rate | 97.0% | 75.9%+21.1pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 10.66% | 17.54%-6.9pp | 87.57%-76.9pp | 28.90%-18.2pp |
| Employer contribution / active EE | $1,573 | $2,415-34.9% | $2,759-43.0% | $2,042-23.0% |
| Participant deferral / active EE | $1,598 | $2,956-46.0% | $3,329-52.0% | $3,169-49.6% |
| Admin fee / account holder | $2 | $276-99.4% | $3,600-100.0% | $479-99.7% |