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 | $29,651 | $70,002-57.6% | $115,037-74.2% | $52,331-43.3% |
| Participation rate | 91.1% | 72.1%+19.0pp | 81.4%+9.8pp | 68.1%+23.0pp |
| Annual return | 4.26% | 4.04%+0.2pp | 26.14%-21.9pp | 4.54%-0.3pp |
| Employer contribution / active EE | $1,483 | $2,715-45.4% | $4,608-67.8% | $1,882-21.2% |
| Participant deferral / active EE | $3,216 | $4,920-34.6% | $6,026-46.6% | $3,022+6.4% |
| Admin fee / account holder | $11 | $566-98.1% | $8,175-99.9% | $592-98.2% |