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 | $45,586 | $67,984-32.9% | $65,493-30.4% | $74,304-38.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 11.14% | 19.87%-8.7pp | 982.45%-971.3pp | 29.43%-18.3pp |
| Employer contribution / active EE | $4,087 | $2,491+64.0% | $2,574+58.8% | $2,241+82.4% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |