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 | $77,097 | $60,795+26.8% | $69,455+11.0% | $65,185+18.3% |
| Participation rate | 90.1% | 74.9%+15.2pp | 74.6%+15.5pp | 70.2%+19.9pp |
| Annual return | 1.63% | 17.46%-15.8pp | 28.97%-27.3pp | 29.38%-27.8pp |
| Employer contribution / active EE | $1,854 | $2,452-24.4% | $2,779-33.3% | $2,177-14.8% |
| Participant deferral / active EE | $3,453 | $3,162+9.2% | $3,535-2.3% | $3,514-1.7% |
| Admin fee / account holder | $12 | $314-96.1% | $3,839-99.7% | $847-98.5% |