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 | $53,274 | $95,542-44.2% | $69,455-23.3% | $67,579-21.2% |
| Participation rate | 98.1% | 79.4%+18.8pp | 74.6%+23.5pp | 71.3%+26.8pp |
| Annual return | 1.16% | 17.67%-16.5pp | 28.97%-27.8pp | 378.56%-377.4pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,328 | $3,263-28.7% | $3,535-34.2% | $3,539-34.2% |
| Admin fee / account holder | $15 | $90-83.8% | $3,839-99.6% | $142-89.8% |