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 9-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 | $66,810 | $57,976+15.2% | $62,995+6.1% | $62,292+7.3% |
| Participation rate | 96.7% | 75.9%+20.7pp | 74.8%+21.9pp | 69.5%+27.2pp |
| Annual return | 10.00% | 17.54%-7.5pp | 87.57%-77.6pp | 28.90%-18.9pp |
| Employer contribution / active EE | $2,031 | $2,415-15.9% | $2,759-26.4% | $2,042-0.5% |
| Participant deferral / active EE | $3,245 | $2,956+9.8% | $3,329-2.5% | $3,169+2.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |