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 | $26,494 | $51,769-48.8% | $57,343-53.8% | $52,331-49.4% |
| Participation rate | 97.9% | 75.2%+22.7pp | 75.1%+22.8pp | 68.1%+29.8pp |
| Annual return | 1.92% | 2.43%-0.5pp | 24.39%-22.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $2,560 | $2,335+9.6% | $2,689-4.8% | $1,882+36.0% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |