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 | $18,890 | $47,977-60.6% | $154,107-87.7% | $56,287-66.4% |
| Participation rate | 90.8% | 66.2%+24.6pp | 83.0%+7.8pp | 69.9%+20.9pp |
| Annual return | 9.48% | 3.54%+5.9pp | 735.12%-725.6pp | -9.96%+19.4pp |
| Employer contribution / active EE | $561 | $2,169-74.1% | $5,298-89.4% | $2,111-73.4% |
| Participant deferral / active EE | $2,016 | $2,392-15.7% | $5,081-60.3% | $3,350-39.8% |
| Admin fee / account holder | $88 | $438-80.0% | $13,411-99.3% | $521-83.1% |