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 | $56,711 | $74,552-23.9% | $62,995-10.0% | $69,631-18.6% |
| Participation rate | 97.3% | 78.3%+19.0pp | 74.8%+22.4pp | 70.7%+26.6pp |
| Annual return | 13.55% | 15.77%-2.2pp | 87.57%-74.0pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $1,513 | $2,929-48.3% | $2,759-45.1% | $2,032-25.5% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |