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 | $33,490 | $37,426-10.5% | $77,482-56.8% | $79,858-58.1% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 17.04% | 39.70%-22.7pp | 54.79%-37.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $841 | $637+32.1% | $986-14.7% | $2,471-66.0% |
| Participant deferral / active EE | $4,300 | $1,260+241.3% | $1,861+131.0% | $3,740+15.0% |
| Admin fee / account holder | $2 | $2,504-99.9% | $2,858-99.9% | $5,306-100.0% |