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 | $56,281 | $52,467+7.3% | $57,179-1.6% | $55,167+2.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 0.77% | 7.72%-6.9pp | 14.59%-13.8pp | 169.23%-168.5pp |
| Employer contribution / active EE | $2,900 | $2,477+17.1% | $2,682+8.1% | $1,963+47.8% |
| Participant deferral / active EE | $2,752 | $2,830-2.7% | $3,096-11.1% | $3,054-9.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |