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 | $160,662 | $49,227+226.4% | $70,449+128.1% | $79,858+101.2% |
| Participation rate | 97.6% | 69.2%+28.4pp | 75.1%+22.6pp | 69.6%+28.0pp |
| Annual return | 5.78% | 30.06%-24.3pp | 109.03%-103.2pp | 31.71%-25.9pp |
| Employer contribution / active EE | $4,671 | $2,099+122.5% | $2,737+70.7% | $2,471+89.0% |
| Participant deferral / active EE | $6,798 | $2,768+145.6% | $3,709+83.3% | $3,740+81.8% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |