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 | $159,112 | $57,976+174.4% | $62,995+152.6% | $62,292+155.4% |
| Participation rate | 97.8% | 75.9%+21.9pp | 74.8%+23.0pp | 69.5%+28.3pp |
| Annual return | 11.28% | 17.54%-6.3pp | 87.57%-76.3pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,764 | $2,415-26.9% | $2,759-36.1% | $2,042-13.6% |
| Participant deferral / active EE | $3,516 | $2,956+19.0% | $3,329+5.6% | $3,169+11.0% |
| Admin fee / account holder | $2 | $276-99.4% | $3,600-100.0% | $479-99.7% |