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 | $65,322-28.9% | $70,449-34.1% | $73,488-36.8% |
| Participation rate | 96.1% | 77.0%+19.2pp | 75.1%+21.1pp | 70.7%+25.5pp |
| Annual return | 4.17% | 15.71%-11.5pp | 109.03%-104.9pp | 28.51%-24.3pp |
| Employer contribution / active EE | $1,395 | $2,460-43.3% | $2,737-49.0% | $2,270-38.5% |
| Participant deferral / active EE | $1,662 | $3,375-50.8% | $3,709-55.2% | $3,740-55.6% |
| Admin fee / account holder | $17 | $214-92.1% | $3,845-99.6% | $513-96.7% |