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 | $45,026 | $59,328-24.1% | $118,925-62.1% | $73,488-38.7% |
| Participation rate | 97.8% | 62.3%+35.5pp | 75.4%+22.5pp | 70.7%+27.2pp |
| Annual return | 16.65% | 19.13%-2.5pp | 35.88%-19.2pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,245 | $1,803+24.5% | $3,263-31.2% | $2,270-1.1% |
| Participant deferral / active EE | $4,151 | $2,604+59.4% | $4,265-2.7% | $3,740+11.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,581-100.0% | $513-100.0% |