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 | $108,885 | $50,643+115.0% | $106,619+2.1% | $55,167+97.4% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.0%+19.1pp | 69.0%+28.1pp |
| Annual return | 5.02% | 7.02%-2.0pp | 9.42%-4.4pp | 169.23%-164.2pp |
| Employer contribution / active EE | $6,047 | $1,626+271.9% | $3,947+53.2% | $1,963+208.1% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |