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 | $35,627 | $64,286-44.6% | $90,951-60.8% | $73,409-51.5% |
| Participation rate | 95.4% | 63.6%+31.8pp | 69.0%+26.4pp | 72.2%+23.2pp |
| Annual return | 12.27% | 21.45%-9.2pp | 134.60%-122.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $3,462 | $895+287.0% | $2,122+63.1% | $2,234+55.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |