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 9-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.
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 | $111,276 | $60,989+82.5% | $60,874+82.8% | $66,914+66.3% |
| Participation rate | 72.3% | 74.5%-2.2pp | 73.1%-0.8pp | 69.8%+2.5pp |
| Annual return | -12.31% | -9.60%-2.7pp | 16.90%-29.2pp | 1.58%-13.9pp |
| Employer contribution / active EE | $3,081 | $2,661+15.8% | $2,701+14.1% | $2,544+21.1% |
| Participant deferral / active EE | $4,366 | $3,615+20.8% | $3,817+14.4% | $4,237+3.0% |
| Admin fee / account holder | $4 | $338-98.8% | $3,224-99.9% | $593-99.3% |