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 | $35,203 | $47,969-26.6% | $85,969-59.1% | $52,331-32.7% |
| Participation rate | 98.7% | 61.7%+36.9pp | 76.5%+22.1pp | 68.1%+30.6pp |
| Annual return | 1.38% | -0.13%+1.5pp | 9.32%-7.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $2,310 | $1,460+58.2% | $3,474-33.5% | $1,882+22.8% |
| Participant deferral / active EE | $3,895 | $2,110+84.6% | $3,829+1.7% | $3,022+28.9% |
| Admin fee / account holder | $0 | $530-100.0% | $6,053-100.0% | $592-100.0% |