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 | $34,940 | $48,313-27.7% | $73,307-52.3% | $52,331-33.2% |
| Participation rate | 84.9% | 68.6%+16.4pp | 74.9%+10.0pp | 68.1%+16.8pp |
| Annual return | 4.42% | 3.85%+0.6pp | 5.67%-1.3pp | 4.54%-0.1pp |
| Employer contribution / active EE | $5,001 | $1,661+201.1% | $3,237+54.5% | $1,882+165.8% |
| Participant deferral / active EE | $6,906 | $4,189+64.9% | $4,991+38.4% | $3,022+128.5% |
| Admin fee / account holder | $0 | $404-100.0% | $5,637-100.0% | $592-100.0% |