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 | $49,784 | $74,552-33.2% | $62,995-21.0% | $69,631-28.5% |
| Participation rate | 96.8% | 78.3%+18.5pp | 74.8%+21.9pp | 70.7%+26.1pp |
| Annual return | 11.53% | 15.77%-4.2pp | 87.57%-76.0pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,034 | $2,974-31.6% | $3,329-38.9% | $3,224-36.9% |
| Admin fee / account holder | $7 | $59-88.6% | $3,600-99.8% | $110-93.9% |