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 | $40,352 | $63,905-36.9% | $74,183-45.6% | $57,658-30.0% |
| Participation rate | 99.5% | 79.8%+19.7pp | 76.6%+22.9pp | 70.2%+29.3pp |
| Annual return | 6.35% | 60.60%-54.2pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,759 | $1,840-4.4% | $2,370-25.8% | $1,974-10.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |