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 3-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 | $115,761 | $75,183+54.0% | $123,892-6.6% | $55,167+109.8% |
| Participation rate | 92.5% | 72.8%+19.7pp | 81.4%+11.1pp | 69.0%+23.5pp |
| Annual return | 6.13% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $10,614 | $2,823+275.9% | $4,617+129.9% | $1,963+440.8% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $20 | $663-96.9% | $8,357-99.8% | $504-96.0% |