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 | $110,512 | $48,076+129.9% | $78,689+40.4% | $62,891+75.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -3.80% | 31.35%-35.2pp | 62.18%-66.0pp | 20.14%-23.9pp |
| Employer contribution / active EE | $2,649 | $2,015+31.5% | $2,851-7.1% | $2,281+16.1% |
| Participant deferral / active EE | $5,186 | $2,588+100.4% | $3,517+47.5% | $3,203+61.9% |
| Admin fee / account holder | $2 | $3,207-99.9% | $4,510-99.9% | $4,296-99.9% |