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 | $53,336 | $60,795-12.3% | $69,455-23.2% | $65,185-18.2% |
| Participation rate | 99.1% | 74.9%+24.2pp | 74.6%+24.5pp | 70.2%+28.9pp |
| Annual return | 16.74% | 17.46%-0.7pp | 28.97%-12.2pp | 29.38%-12.6pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,876 | $3,162-40.7% | $3,535-46.9% | $3,514-46.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |