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 | $30,806 | $74,552-58.7% | $62,995-51.1% | $69,631-55.8% |
| Participation rate | 87.0% | 78.3%+8.7pp | 74.8%+12.2pp | 70.7%+16.3pp |
| Annual return | 20.84% | 15.77%+5.1pp | 87.57%-66.7pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,550 | $2,974-14.3% | $3,329-23.4% | $3,224-20.9% |
| Admin fee / account holder | $0 | $59-99.3% | $3,600-100.0% | $110-99.6% |