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 | $49,478 | $89,652-44.8% | $141,162-64.9% | $65,185-24.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 4.57% | 32.79%-28.2pp | 71.39%-66.8pp | 29.38%-24.8pp |
| Employer contribution / active EE | $885 | $3,065-71.1% | $4,735-81.3% | $2,177-59.3% |
| Participant deferral / active EE | $2,615 | $5,691-54.1% | $6,709-61.0% | $3,514-25.6% |
| Admin fee / account holder | $25 | $569-95.6% | $10,261-99.8% | $847-97.0% |