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 | $23,949 | $65,322-63.3% | $70,449-66.0% | $73,488-67.4% |
| Participation rate | 89.2% | 77.0%+12.3pp | 75.1%+14.2pp | 70.7%+18.5pp |
| Annual return | 14.22% | 15.71%-1.5pp | 109.03%-94.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,489 | $2,460-39.5% | $2,737-45.6% | $2,270-34.4% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $214-98.3% | $3,845-99.9% | $513-99.3% |