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 | $35,648 | $45,035-20.8% | $62,995-43.4% | $70,131-49.2% |
| Participation rate | 92.7% | 69.5%+23.2pp | 74.8%+17.9pp | 69.5%+23.1pp |
| Annual return | 35.55% | 18.76%+16.8pp | 87.57%-52.0pp | 73.14%-37.6pp |
| Employer contribution / active EE | $2,536 | $2,051+23.6% | $2,759-8.1% | $2,342+8.3% |
| Participant deferral / active EE | $1,802 | $2,465-26.9% | $3,329-45.9% | $3,332-45.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |