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 | $41,398 | $55,453-25.3% | $170,442-75.7% | $62,292-33.5% |
| Participation rate | 95.6% | 66.4%+29.3pp | 83.6%+12.0pp | 69.5%+26.1pp |
| Annual return | 16.12% | 21.38%-5.3pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,258 | $2,164+4.3% | $5,433-58.4% | $2,042+10.6% |
| Participant deferral / active EE | $3,064 | $2,303+33.1% | $4,939-38.0% | $3,169-3.3% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |