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 | $53,223 | $95,542-44.3% | $69,455-23.4% | $67,579-21.2% |
| Participation rate | 95.6% | 79.4%+16.3pp | 74.6%+21.0pp | 71.3%+24.4pp |
| Annual return | 16.98% | 17.67%-0.7pp | 28.97%-12.0pp | 378.56%-361.6pp |
| Employer contribution / active EE | $1,516 | $2,989-49.3% | $2,779-45.5% | $2,148-29.4% |
| Participant deferral / active EE | $3,392 | $3,263+4.0% | $3,535-4.1% | $3,539-4.2% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |