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 | $64,322 | $57,976+10.9% | $62,995+2.1% | $62,292+3.3% |
| Participation rate | 96.2% | 75.9%+20.3pp | 74.8%+21.4pp | 69.5%+26.7pp |
| Annual return | 11.63% | 17.54%-5.9pp | 87.57%-75.9pp | 28.90%-17.3pp |
| Employer contribution / active EE | $1,916 | $2,415-20.6% | $2,759-30.5% | $2,042-6.2% |
| Participant deferral / active EE | $2,700 | $2,956-8.7% | $3,329-18.9% | $3,169-14.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |