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 | $24,416 | $65,061-62.5% | $143,757-83.0% | $66,914-63.5% |
| Participation rate | 80.3% | 65.2%+15.1pp | 80.3%0pp | 69.8%+10.5pp |
| Annual return | -16.62% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,164 | $2,361-50.7% | $4,951-76.5% | $2,544-54.2% |
| Participant deferral / active EE | $2,283 | $2,919-21.8% | $5,637-59.5% | $4,237-46.1% |
| Admin fee / account holder | $2 | $502-99.5% | $14,673-100.0% | $593-99.6% |