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 | $63,284 | $90,503-30.1% | $78,689-19.6% | $273,961-76.9% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 6.12% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,024 | $3,901-22.5% | $3,517-14.0% | $5,287-42.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |