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 | $30,750 | $40,256-23.6% | $57,343-46.4% | $59,632-48.4% |
| Participation rate | 98.4% | 69.2%+29.3pp | 75.1%+23.3pp | 68.7%+29.8pp |
| Annual return | 2.03% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $750 | $1,922-61.0% | $2,689-72.1% | $2,203-66.0% |
| Participant deferral / active EE | $750 | $2,399-68.8% | $3,162-76.3% | $3,192-76.5% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |