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 | $47,061 | $65,223-27.8% | $80,019-41.2% | $55,725-15.5% |
| Participation rate | 99.1% | 80.6%+18.5pp | 75.8%+23.3pp | 70.9%+28.2pp |
| Annual return | 8.22% | 7.59%+0.6pp | 11.22%-3.0pp | 244.93%-236.7pp |
| Employer contribution / active EE | $8,163 | $2,544+220.9% | $2,468+230.7% | $2,078+292.8% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |