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 | $51,327 | $51,769-0.9% | $57,343-10.5% | $52,331-1.9% |
| Participation rate | 97.8% | 75.2%+22.5pp | 75.1%+22.7pp | 68.1%+29.7pp |
| Annual return | 1.57% | 2.43%-0.9pp | 24.39%-22.8pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,352 | $2,335-42.1% | $2,689-49.7% | $1,882-28.2% |
| Participant deferral / active EE | $1,510 | $2,794-45.9% | $3,162-52.2% | $3,022-50.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |