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 | $27,915 | $49,227-43.3% | $70,449-60.4% | $79,858-65.0% |
| Participation rate | 85.4% | 69.2%+16.2pp | 75.1%+10.3pp | 69.6%+15.8pp |
| Annual return | 4.95% | 30.06%-25.1pp | 109.03%-104.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $1,168 | $2,099-44.3% | $2,737-57.3% | $2,471-52.7% |
| Participant deferral / active EE | $1,780 | $2,768-35.7% | $3,709-52.0% | $3,740-52.4% |
| Admin fee / account holder | $2 | $2,878-99.9% | $3,845-99.9% | $5,306-100.0% |