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 | $37,519 | $40,256-6.8% | $57,343-34.6% | $59,632-37.1% |
| Participation rate | 84.4% | 69.2%+15.2pp | 75.1%+9.3pp | 68.7%+15.7pp |
| Annual return | 3.35% | 27.49%-24.1pp | 24.39%-21.0pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,176 | $2,399-51.0% | $3,162-62.8% | $3,192-63.1% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |