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 | $31,506 | $60,349-47.8% | $74,183-57.5% | $62,891-49.9% |
| Participation rate | 84.7% | 72.7%+12.0pp | 76.6%+8.1pp | 69.3%+15.4pp |
| Annual return | 7.84% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,014 | $1,680-39.6% | $2,370-57.2% | $2,281-55.5% |
| Participant deferral / active EE | $1,755 | $2,856-38.6% | $3,550-50.6% | $3,203-45.2% |
| Admin fee / account holder | $4 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |