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 | $49,499 | $58,512-15.4% | $84,015-41.1% | $72,985-32.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.46% | 28.93%-9.5pp | 71.31%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,318 | $1,163+99.3% | $1,983+16.9% | $2,440-5.0% |
| Participant deferral / active EE | $2,489 | $2,394+4.0% | $3,239-23.2% | $3,607-31.0% |
| Admin fee / account holder | $19 | $4,569-99.6% | $6,101-99.7% | $5,124-99.6% |