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 | $45,535 | $55,453-17.9% | $170,442-73.3% | $62,292-26.9% |
| Participation rate | 89.5% | 66.4%+23.1pp | 83.6%+5.9pp | 69.5%+20.0pp |
| Annual return | 14.57% | 21.38%-6.8pp | 205.93%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,840 | $2,164-15.0% | $5,433-66.1% | $2,042-9.9% |
| Participant deferral / active EE | $2,508 | $2,303+8.9% | $4,939-49.2% | $3,169-20.9% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |