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 | $40,501 | $51,288-21.0% | $81,983-50.6% | $73,409-44.8% |
| Participation rate | 99.6% | 64.0%+35.6pp | 69.2%+30.4pp | 72.2%+27.4pp |
| Annual return | 26.05% | 29.48%-3.4pp | 41.31%-15.3pp | 59.29%-33.2pp |
| Employer contribution / active EE | $3,425 | $1,487+130.4% | $2,498+37.1% | $2,234+53.3% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $5,664-100.0% | $158-100.0% |