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 | $32,640 | $57,976-43.7% | $62,995-48.2% | $62,292-47.6% |
| Participation rate | 97.9% | 75.9%+21.9pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 14.32% | 17.54%-3.2pp | 87.57%-73.2pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,455 | $2,415-39.7% | $2,759-47.3% | $2,042-28.8% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $44 | $276-84.0% | $3,600-98.8% | $479-90.8% |