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 | $27,054 | $45,152-40.1% | $73,843-63.4% | $59,632-54.6% |
| Participation rate | 98.1% | 64.0%+34.1pp | 73.4%+24.7pp | 68.7%+29.5pp |
| Annual return | 2.76% | 27.40%-24.6pp | 2267.84%-2265.1pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $2,516 | $1,902+32.3% | $2,787-9.7% | $2,203+14.2% |
| Participant deferral / active EE | $4,636 | $2,574+80.1% | $3,583+29.4% | $3,192+45.2% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |