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 | $32,577 | $38,969-16.4% | $109,313-70.2% | $55,167-40.9% |
| Participation rate | 97.3% | 58.2%+39.0pp | 71.3%+26.0pp | 69.0%+28.3pp |
| Annual return | 9.01% | 8.26%+0.7pp | 22.07%-13.1pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,163 | $1,227+76.4% | $3,892-44.4% | $1,963+10.2% |
| Participant deferral / active EE | $1,864 | $2,176-14.3% | $3,166-41.1% | $3,054-39.0% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |