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 | $88,418 | $85,635+3.3% | $123,892-28.6% | $63,975+38.2% |
| Participation rate | 80.5% | 74.9%+5.6pp | 81.4%-0.9pp | 71.1%+9.4pp |
| Annual return | 4.78% | 15.74%-11.0pp | 47.52%-42.7pp | 48.65%-43.9pp |
| Employer contribution / active EE | $7,848 | $3,076+155.1% | $4,617+70.0% | $2,182+259.7% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |