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 | $28,964 | $112,772-74.3% | $57,343-49.5% | $59,188-51.1% |
| Participation rate | 99.2% | 71.3%+27.9pp | 75.1%+24.1pp | 69.4%+29.8pp |
| Annual return | 1.86% | 0.85%+1.0pp | 24.39%-22.5pp | 5.51%-3.6pp |
| Employer contribution / active EE | $3,328 | $3,400-2.1% | $2,689+23.8% | $2,098+58.6% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $1 | $144-99.1% | $3,356-100.0% | $92-98.6% |