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 | $88,297 | $80,753+9.3% | $136,294-35.2% | $62,292+41.7% |
| Participation rate | 84.6% | 73.5%+11.1pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 14.63% | 35.83%-21.2pp | 5155.94%-5141.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $5,029 | $2,884+74.4% | $4,695+7.1% | $2,042+146.2% |
| Participant deferral / active EE | $5,690 | $5,164+10.2% | $6,247-8.9% | $3,169+79.5% |
| Admin fee / account holder | $11 | $525-97.9% | $9,243-99.9% | $479-97.7% |