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 | $42,202 | $73,884-42.9% | $95,952-56.0% | - |
| Participation rate | 83.7% | 80.0%+3.7pp | 77.1%+6.6pp | - |
| Annual return | 18.47% | 11.13%+7.3pp | 91.61%-73.1pp | - |
| Employer contribution / active EE | $1,386 | $1,782-22.2% | $2,541-45.5% | - |
| Participant deferral / active EE | $4,725 | $3,914+20.7% | $4,167+13.4% | - |
| Admin fee / account holder | $108 | $4,316-97.5% | $6,795-98.4% | - |