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 | $38,503 | $51,769-25.6% | $57,343-32.9% | $52,331-26.4% |
| Participation rate | 99.3% | 75.2%+24.1pp | 75.1%+24.2pp | 68.1%+31.2pp |
| Annual return | 1.72% | 2.43%-0.7pp | 24.39%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $2,289 | $2,335-2.0% | $2,689-14.9% | $1,882+21.7% |
| Participant deferral / active EE | $2,390 | $2,794-14.5% | $3,162-24.4% | $3,022-20.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |