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 | $25,797 | $40,256-35.9% | $57,343-55.0% | $59,632-56.7% |
| Participation rate | 98.6% | 69.2%+29.5pp | 75.1%+23.6pp | 68.7%+30.0pp |
| Annual return | 3.49% | 27.49%-24.0pp | 24.39%-20.9pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $4,887 | $1,922+154.3% | $2,689+81.8% | $2,203+121.9% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |