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 | $24,573 | $30,599-19.7% | $74,583-67.1% | $57,658-57.4% |
| Participation rate | 81.7% | 49.1%+32.5pp | 68.1%+13.5pp | 70.2%+11.4pp |
| Annual return | 15.47% | 14.24%+1.2pp | 20.47%-5.0pp | 5.13%+10.3pp |
| Employer contribution / active EE | $464 | $1,000-53.6% | $2,525-81.6% | $1,974-76.5% |
| Participant deferral / active EE | $2,409 | $1,805+33.5% | $3,458-30.3% | $3,061-21.3% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |