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 | $63,287 | $65,322-3.1% | $70,449-10.2% | $73,488-13.9% |
| Participation rate | 99.2% | 77.0%+22.3pp | 75.1%+24.2pp | 70.7%+28.5pp |
| Annual return | 3.80% | 15.71%-11.9pp | 109.03%-105.2pp | 28.51%-24.7pp |
| Employer contribution / active EE | $3,324 | $2,460+35.1% | $2,737+21.5% | $2,270+46.4% |
| Participant deferral / active EE | $3,182 | $3,375-5.7% | $3,709-14.2% | $3,740-14.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |