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 | $53,216 | $98,750-46.1% | $149,696-64.5% | $79,858-33.4% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.2pp | 69.6%+25.0pp |
| Annual return | 9.09% | 27.43%-18.3pp | 276.60%-267.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,135 | $3,216-64.7% | $4,644-75.6% | $2,471-54.1% |
| Participant deferral / active EE | $3,242 | $5,680-42.9% | $6,842-52.6% | $3,740-13.3% |
| Admin fee / account holder | $39 | $6,053-99.3% | $9,309-99.6% | $5,306-99.3% |