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 | $55,977 | $45,073+24.2% | $69,455-19.4% | $72,985-23.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.57% | 22.65%-7.1pp | 28.97%-13.4pp | 81.00%-65.4pp |
| Employer contribution / active EE | $2,450 | $2,054+19.3% | $2,779-11.8% | $2,440+0.4% |
| Participant deferral / active EE | $2,844 | $2,602+9.3% | $3,535-19.6% | $3,607-21.2% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |