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 | $60,533 | $70,002-13.5% | $115,037-47.4% | $52,331+15.7% |
| Participation rate | 91.5% | 72.1%+19.4pp | 81.4%+10.1pp | 68.1%+23.4pp |
| Annual return | -1.75% | 4.04%-5.8pp | 26.14%-27.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,603 | $2,715-41.0% | $4,608-65.2% | $1,882-14.8% |
| Participant deferral / active EE | $5,006 | $4,920+1.8% | $6,026-16.9% | $3,022+65.7% |
| Admin fee / account holder | $74 | $566-86.9% | $8,175-99.1% | $592-87.5% |