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 | $38,637 | $63,299-39.0% | $91,001-57.5% | $62,292-38.0% |
| Participation rate | 80.0% | 73.3%+6.7pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 14.04% | 20.99%-7.0pp | 4.60%+9.4pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,034 | $1,807-42.7% | $2,456-57.9% | $2,042-49.3% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $6 | $468-98.7% | $5,417-99.9% | $479-98.7% |