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 | $27,836 | $41,377-32.7% | $109,313-74.5% | $62,891-55.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 7.44% | 11.05%-3.6pp | 22.07%-14.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,093 | $1,276+64.0% | $3,892-46.2% | $2,281-8.2% |
| Participant deferral / active EE | $1,268 | $2,045-38.0% | $3,166-59.9% | $3,203-60.4% |
| Admin fee / account holder | $41 | $2,884-98.6% | $5,666-99.3% | $4,296-99.0% |