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 | $77,455 | $65,365+18.5% | $92,893-16.6% | $72,985+6.1% |
| Participation rate | 86.2% | 68.3%+17.9pp | 76.0%+10.2pp | 69.5%+16.7pp |
| Annual return | 7.19% | 42.10%-34.9pp | 109.41%-102.2pp | 81.00%-73.8pp |
| Employer contribution / active EE | $22,673 | $2,594+774.0% | $3,653+520.7% | $2,440+829.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |