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 | $64,272 | $42,546+51.1% | $71,796-10.5% | $55,167+16.5% |
| Participation rate | 83.7% | 59.1%+24.6pp | 69.1%+14.6pp | 69.0%+14.8pp |
| Annual return | 3.27% | 12.36%-9.1pp | 78.04%-74.8pp | 169.23%-166.0pp |
| Employer contribution / active EE | $530 | $803-34.0% | $1,924-72.4% | $1,963-73.0% |
| Participant deferral / active EE | $2,940 | $2,064+42.4% | $2,794+5.2% | $3,054-3.7% |
| Admin fee / account holder | $22 | $650-96.6% | $4,815-99.5% | $504-95.7% |