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 | $14,442 | $55,453-74.0% | $170,442-91.5% | $62,292-76.8% |
| Participation rate | 99.1% | 66.4%+32.7pp | 83.6%+15.5pp | 69.5%+29.5pp |
| Annual return | 7.10% | 21.38%-14.3pp | 205.93%-198.8pp | 28.90%-21.8pp |
| Employer contribution / active EE | $1,355 | $2,164-37.4% | $5,433-75.1% | $2,042-33.6% |
| Participant deferral / active EE | $1,488 | $2,303-35.4% | $4,939-69.9% | $3,169-53.1% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |