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 | $66,777 | $83,477-20.0% | $125,175-46.7% | $72,985-8.5% |
| Participation rate | 79.6% | 73.3%+6.3pp | 79.8%-0.2pp | 69.5%+10.1pp |
| Annual return | 13.99% | 25.78%-11.8pp | 43.79%-29.8pp | 81.00%-67.0pp |
| Employer contribution / active EE | $1,859 | $2,345-20.7% | $3,865-51.9% | $2,440-23.8% |
| Participant deferral / active EE | $4,399 | $3,585+22.7% | $4,937-10.9% | $3,607+21.9% |
| Admin fee / account holder | $33 | $5,517-99.4% | $9,702-99.7% | $5,124-99.4% |