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 | $29,952 | $77,634-61.4% | $156,549-80.9% | $62,891-52.4% |
| Participation rate | 98.0% | 71.2%+26.8pp | 84.0%+13.9pp | 69.3%+28.7pp |
| Annual return | 5.57% | 50.32%-44.7pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $3,636 | $3,444+5.6% | $5,501-33.9% | $2,281+59.4% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12 | $5,561-99.8% | $13,027-99.9% | $4,296-99.7% |