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 | $33,740 | $39,122-13.8% | $57,179-41.0% | $62,891-46.4% |
| Participation rate | 98.4% | 70.5%+27.9pp | 75.3%+23.1pp | 69.3%+29.1pp |
| Annual return | 10.60% | 9.23%+1.4pp | 14.59%-4.0pp | 20.14%-9.5pp |
| Employer contribution / active EE | $749 | $1,874-60.0% | $2,682-72.1% | $2,281-67.2% |
| Participant deferral / active EE | $749 | $2,374-68.4% | $3,096-75.8% | $3,203-76.6% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |