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 8-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 | $39,073 | $55,002-29.0% | $59,878-34.7% | $56,287-30.6% |
| Participation rate | 75.2% | 75.9%-0.7pp | 74.7%+0.5pp | 69.9%+5.4pp |
| Annual return | 8.76% | 1.13%+7.6pp | 3.46%+5.3pp | -9.96%+18.7pp |
| Employer contribution / active EE | $3,466 | $2,448+41.6% | $2,722+27.4% | $2,111+64.2% |
| Participant deferral / active EE | $4,095 | $3,121+31.2% | $3,402+20.4% | $3,350+22.2% |
| Admin fee / account holder | $4 | $236-98.3% | $3,590-99.9% | $521-99.2% |