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 | $62,845 | $74,552-15.7% | $62,995-0.2% | $69,631-9.7% |
| Participation rate | 96.7% | 78.3%+18.4pp | 74.8%+21.9pp | 70.7%+26.0pp |
| Annual return | 15.97% | 15.77%+0.2pp | 87.57%-71.6pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,333 | $2,929-20.3% | $2,759-15.4% | $2,032+14.8% |
| Participant deferral / active EE | $1,481 | $2,974-50.2% | $3,329-55.5% | $3,224-54.1% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |