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 | $14,120 | $47,944-70.5% | $67,834-79.2% | $62,891-77.5% |
| Participation rate | 92.4% | 61.1%+31.3pp | 68.8%+23.6pp | 69.3%+23.1pp |
| Annual return | 7.86% | 11.77%-3.9pp | 138.47%-130.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,115 | $1,562-28.6% | $2,403-53.6% | $2,281-51.1% |
| Participant deferral / active EE | $2,220 | $2,247-1.2% | $3,160-29.7% | $3,203-30.7% |
| Admin fee / account holder | $42 | $3,712-98.9% | $4,622-99.1% | $4,296-99.0% |