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 | $59,824 | $89,739-33.3% | $149,718-60.0% | $62,292-4.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.03% | 21.01%-8.0pp | 1501.63%-1488.6pp | 28.90%-15.9pp |
| Employer contribution / active EE | $4,131 | $3,233+27.8% | $5,445-24.1% | $2,042+102.3% |
| Participant deferral / active EE | $2,951 | $4,797-38.5% | $6,569-55.1% | $3,169-6.9% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |