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 | $77,740 | $60,795+27.9% | $69,455+11.9% | $65,185+19.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 4.03% | 17.46%-13.4pp | 28.97%-24.9pp | 29.38%-25.4pp |
| Employer contribution / active EE | $1,140 | $2,452-53.5% | $2,779-59.0% | $2,177-47.6% |
| Participant deferral / active EE | $1,668 | $3,162-47.2% | $3,535-52.8% | $3,514-52.5% |
| Admin fee / account holder | $9 | $314-97.2% | $3,839-99.8% | $847-99.0% |