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 | $78,183 | $58,879+32.8% | $178,490-56.2% | $73,488+6.4% |
| Participation rate | 84.7% | 66.2%+18.4pp | 81.9%+2.7pp | 70.7%+14.0pp |
| Annual return | 12.50% | 24.86%-12.4pp | 151.07%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,374 | $2,236-38.5% | $5,011-72.6% | $2,270-39.5% |
| Participant deferral / active EE | $1,001 | $2,567-61.0% | $5,202-80.8% | $3,740-73.2% |
| Admin fee / account holder | $38 | $400-90.6% | $13,984-99.7% | $513-92.6% |