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 | $84,869 | $75,183+12.9% | $123,892-31.5% | $55,167+53.8% |
| Participation rate | 92.4% | 72.8%+19.5pp | 81.4%+10.9pp | 69.0%+23.4pp |
| Annual return | 6.63% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $5,228 | $2,823+85.2% | $4,617+13.2% | $1,963+166.4% |
| Participant deferral / active EE | $6,071 | $5,084+19.4% | $5,984+1.4% | $3,054+98.8% |
| Admin fee / account holder | $7 | $663-99.0% | $8,357-99.9% | $504-98.7% |