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 | $66,398 | $63,355+4.8% | $91,989-27.8% | $72,985-9.0% |
| Participation rate | 71.6% | 72.5%-0.9pp | 78.6%-7.0pp | 69.5%+2.2pp |
| Annual return | 13.33% | 35.35%-22.0pp | 69.02%-55.7pp | 81.00%-67.7pp |
| Employer contribution / active EE | $927 | $2,116-56.2% | $3,452-73.1% | $2,440-62.0% |
| Participant deferral / active EE | $3,950 | $4,883-19.1% | $5,923-33.3% | $3,607+9.5% |
| Admin fee / account holder | $53 | $4,668-98.9% | $7,743-99.3% | $5,124-99.0% |