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 | $40,282 | $46,360-13.1% | $147,614-72.7% | $52,331-23.0% |
| Participation rate | 82.6% | 64.9%+17.7pp | 84.6%-2.0pp | 68.1%+14.5pp |
| Annual return | 1.21% | 1.62%-0.4pp | 61.98%-60.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,340 | $2,126-37.0% | $5,564-75.9% | $1,882-28.8% |
| Participant deferral / active EE | $2,176 | $2,258-3.6% | $4,895-55.6% | $3,022-28.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |