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 | $42,661 | $51,244-16.7% | $80,975-47.3% | $55,167-22.7% |
| Participation rate | 99.4% | 71.7%+27.7pp | 75.8%+23.6pp | 69.0%+30.4pp |
| Annual return | 7.38% | 17.39%-10.0pp | 17.10%-9.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,511 | $1,770-14.6% | $3,714-59.3% | $1,963-23.0% |
| Participant deferral / active EE | $3,765 | $4,418-14.8% | $5,696-33.9% | $3,054+23.3% |
| Admin fee / account holder | $0 | $398-100.0% | $5,516-100.0% | $504-100.0% |