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 | $46,448 | $60,795-23.6% | $69,455-33.1% | $65,185-28.7% |
| Participation rate | 96.1% | 74.9%+21.3pp | 74.6%+21.5pp | 70.2%+25.9pp |
| Annual return | 4.17% | 17.46%-13.3pp | 28.97%-24.8pp | 29.38%-25.2pp |
| Employer contribution / active EE | $1,395 | $2,452-43.1% | $2,779-49.8% | $2,177-35.9% |
| Participant deferral / active EE | $1,662 | $3,162-47.4% | $3,535-53.0% | $3,514-52.7% |
| Admin fee / account holder | $17 | $314-94.6% | $3,839-99.6% | $847-98.0% |