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 | $23,823 | $75,183-68.3% | $123,892-80.8% | $55,167-56.8% |
| Participation rate | 93.2% | 72.8%+20.4pp | 81.4%+11.8pp | 69.0%+24.2pp |
| Annual return | 7.02% | 19.01%-12.0pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,876 | $2,823-33.5% | $4,617-59.4% | $1,963-4.4% |
| Participant deferral / active EE | $2,845 | $5,084-44.1% | $5,984-52.5% | $3,054-6.9% |
| Admin fee / account holder | -$6 | $663-101.0% | $8,357-100.1% | $504-101.3% |