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 | $20,832 | $50,498-58.7% | $75,781-72.5% | $55,191-62.3% |
| Participation rate | 98.7% | 69.4%+29.3pp | 75.8%+22.9pp | 69.2%+29.6pp |
| Annual return | 3.37% | 1.80%+1.6pp | 9.68%-6.3pp | 10.78%-7.4pp |
| Employer contribution / active EE | $892 | $2,291-61.1% | $3,323-73.2% | $1,899-53.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |