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 | $33,233 | $43,327-23.3% | $59,878-44.5% | $64,186-48.2% |
| Participation rate | 74.7% | 69.2%+5.5pp | 74.7%0pp | 69.6%+5.1pp |
| Annual return | -4.39% | -1.55%-2.8pp | 3.46%-7.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,884 | $2,028+42.2% | $2,722+6.0% | $2,381+21.1% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $212 | $3,005-92.9% | $3,590-94.1% | $4,888-95.7% |