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 | $113,454 | $80,753+40.5% | $136,294-16.8% | $62,292+82.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.12% | 35.83%-20.7pp | 5155.94%-5140.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $3,095 | $2,884+7.3% | $4,695-34.1% | $2,042+51.6% |
| Participant deferral / active EE | $6,518 | $5,164+26.2% | $6,247+4.3% | $3,169+105.7% |
| Admin fee / account holder | $17 | $525-96.7% | $9,243-99.8% | $479-96.4% |