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 | $37,311 | $45,035-17.2% | $62,995-40.8% | $70,131-46.8% |
| Participation rate | 95.1% | 69.5%+25.6pp | 74.8%+20.3pp | 69.5%+25.6pp |
| Annual return | 14.11% | 18.76%-4.6pp | 87.57%-73.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $8,262 | $2,051+302.8% | $2,759+199.5% | $2,342+252.7% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |