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 10-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 | $39,982 | $65,376-38.8% | $87,100-54.1% | $65,185-38.7% |
| Participation rate | 72.0% | 75.3%-3.3pp | 76.9%-4.9pp | 70.2%+1.8pp |
| Annual return | 18.62% | 31.27%-12.7pp | 28.19%-9.6pp | 29.38%-10.8pp |
| Employer contribution / active EE | $718 | $1,822-60.6% | $2,521-71.5% | $2,177-67.0% |
| Participant deferral / active EE | $2,502 | $3,388-26.2% | $4,049-38.2% | $3,514-28.8% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |