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 | $39,963 | $75,183-46.8% | $123,892-67.7% | $55,167-27.6% |
| Participation rate | 83.7% | 72.8%+10.8pp | 81.4%+2.2pp | 69.0%+14.7pp |
| Annual return | 5.92% | 19.01%-13.1pp | 47.52%-41.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,119 | $2,823-60.4% | $4,617-75.8% | $1,963-43.0% |
| Participant deferral / active EE | $3,469 | $5,084-31.8% | $5,984-42.0% | $3,054+13.6% |
| Admin fee / account holder | $16 | $663-97.5% | $8,357-99.8% | $504-96.8% |