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 6-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 | $26,581 | $68,408-61.1% | $57,179-53.5% | $57,658-53.9% |
| Participation rate | 82.9% | 79.1%+3.8pp | 75.3%+7.6pp | 70.2%+12.7pp |
| Annual return | 10.50% | 8.51%+2.0pp | 14.59%-4.1pp | 5.13%+5.4pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,444 | $2,903-15.8% | $3,096-21.0% | $3,061-20.1% |
| Admin fee / account holder | $1 | $70-97.9% | $3,139-100.0% | $95-98.4% |