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 8-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 | $34,012 | $57,976-41.3% | $62,995-46.0% | $62,292-45.4% |
| Participation rate | 81.4% | 75.9%+5.5pp | 74.8%+6.6pp | 69.5%+11.9pp |
| Annual return | 12.50% | 17.54%-5.0pp | 87.57%-75.1pp | 28.90%-16.4pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,526 | $2,956-48.4% | $3,329-54.2% | $3,169-51.8% |
| Admin fee / account holder | $7 | $276-97.4% | $3,600-99.8% | $479-98.5% |