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 | $31,336 | $35,183-10.9% | $73,545-57.4% | $70,131-55.3% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 15.24% | 26.90%-11.7pp | -15.16%+30.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $927 | $709+30.8% | $1,219-23.9% | $2,342-60.4% |
| Participant deferral / active EE | $2,636 | $1,220+116.1% | $1,806+46.0% | $3,332-20.9% |
| Admin fee / account holder | $5 | $2,302-99.8% | $2,320-99.8% | $4,645-99.9% |