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 | $173,475 | $74,089+134.1% | $133,980+29.5% | $55,167+214.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 4.24% | 12.11%-7.9pp | 29.30%-25.1pp | 169.23%-165.0pp |
| Employer contribution / active EE | $11,127 | $3,064+263.2% | $5,211+113.5% | $1,963+467.0% |
| Participant deferral / active EE | $15,088 | $4,678+222.5% | $6,282+140.2% | $3,054+394.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |