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 | $48,708 | $33,745+44.3% | $64,105-24.0% | $55,191-11.7% |
| Participation rate | 79.8% | 59.4%+20.5pp | 68.2%+11.7pp | 69.2%+10.7pp |
| Annual return | 0.91% | 4.95%-4.0pp | 791.24%-790.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $521 | $641-18.7% | $1,820-71.4% | $1,899-72.5% |
| Participant deferral / active EE | $2,867 | $1,929+48.6% | $2,822+1.6% | $3,046-5.9% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |