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 5-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 | $32,612 | $40,256-19.0% | $57,343-43.1% | $59,632-45.3% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.8pp | 68.7%+29.2pp |
| Annual return | 1.57% | 27.49%-25.9pp | 24.39%-22.8pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $8,875 | $1,922+361.8% | $2,689+230.1% | $2,203+302.9% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |