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 9-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 | $33,659 | $56,054-40.0% | $171,082-80.3% | $62,891-46.5% |
| Participation rate | 96.1% | 62.9%+33.2pp | 76.7%+19.4pp | 69.3%+26.7pp |
| Annual return | 5.79% | 22.52%-16.7pp | 32.56%-26.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $4,957 | $1,731+186.3% | $4,002+23.9% | $2,281+117.3% |
| Participant deferral / active EE | $4,935 | $3,158+56.3% | $4,797+2.9% | $3,203+54.1% |
| Admin fee / account holder | $232 | $3,647-93.6% | $8,520-97.3% | $4,296-94.6% |