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 | $20,340 | $57,976-64.9% | $62,995-67.7% | $62,292-67.3% |
| Participation rate | 97.4% | 75.9%+21.5pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 10.73% | 17.54%-6.8pp | 87.57%-76.8pp | 28.90%-18.2pp |
| Employer contribution / active EE | $1,358 | $2,415-43.8% | $2,759-50.8% | $2,042-33.5% |
| Participant deferral / active EE | $2,240 | $2,956-24.2% | $3,329-32.7% | $3,169-29.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |