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 6-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 | $26,235 | $51,769-49.3% | $57,343-54.2% | $52,331-49.9% |
| Participation rate | 76.2% | 75.2%+0.9pp | 75.1%+1.1pp | 68.1%+8.1pp |
| Annual return | 2.77% | 2.43%+0.3pp | 24.39%-21.6pp | 4.54%-1.8pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,047 | $2,794-26.7% | $3,162-35.3% | $3,022-32.3% |
| Admin fee / account holder | $2 | $295-99.4% | $3,356-99.9% | $592-99.7% |