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 | $37,462 | $51,620-27.4% | $90,281-58.5% | $65,185-42.5% |
| Participation rate | 77.4% | 68.6%+8.7pp | 73.3%+4.1pp | 70.2%+7.2pp |
| Annual return | 3.92% | 24.94%-21.0pp | 78.10%-74.2pp | 29.38%-25.5pp |
| Employer contribution / active EE | $2,134 | $2,235-4.5% | $2,854-25.2% | $2,177-1.9% |
| Participant deferral / active EE | $2,782 | $2,871-3.1% | $3,885-28.4% | $3,514-20.8% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |