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 | $29,760 | $50,643-41.2% | $106,619-72.1% | $55,167-46.1% |
| Participation rate | 72.6% | 65.6%+7.1pp | 78.0%-5.3pp | 69.0%+3.7pp |
| Annual return | 3.79% | 7.02%-3.2pp | 9.42%-5.6pp | 169.23%-165.4pp |
| Employer contribution / active EE | $2,007 | $1,626+23.4% | $3,947-49.2% | $1,963+2.3% |
| Participant deferral / active EE | $2,879 | $2,208+30.4% | $3,930-26.7% | $3,054-5.7% |
| Admin fee / account holder | $117 | $488-76.1% | $6,418-98.2% | $504-76.8% |