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 | $24,627 | $76,552-67.8% | $123,892-80.1% | $62,891-60.8% |
| Participation rate | 97.5% | 73.0%+24.5pp | 81.4%+16.1pp | 69.3%+28.2pp |
| Annual return | 5.47% | 18.68%-13.2pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,490 | $2,883+21.1% | $4,617-24.4% | $2,281+53.0% |
| Participant deferral / active EE | $6,501 | $4,840+34.3% | $5,984+8.6% | $3,203+103.0% |
| Admin fee / account holder | $16 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |