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 | $32,821 | $38,969-15.8% | $109,313-70.0% | $55,167-40.5% |
| Participation rate | 85.0% | 58.2%+26.8pp | 71.3%+13.7pp | 69.0%+16.0pp |
| Annual return | 5.67% | 8.26%-2.6pp | 22.07%-16.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $3,158 | $1,227+157.5% | $3,892-18.9% | $1,963+60.9% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $3,166-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |