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 | $38,967 | $62,672-37.8% | $185,117-78.9% | $70,131-44.4% |
| Participation rate | 90.0% | 63.8%+26.2pp | 77.3%+12.7pp | 69.5%+20.5pp |
| Annual return | 15.74% | 40.79%-25.1pp | 40.50%-24.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,461 | $1,753+40.4% | $4,182-41.2% | $2,342+5.0% |
| Participant deferral / active EE | $3,975 | $3,272+21.5% | $5,045-21.2% | $3,332+19.3% |
| Admin fee / account holder | $32 | $3,932-99.2% | $8,159-99.6% | $4,645-99.3% |