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 | $46,530 | $61,214-24.0% | $83,333-44.2% | $56,287-17.3% |
| Participation rate | 99.1% | 72.6%+26.5pp | 77.8%+21.3pp | 69.9%+29.2pp |
| Annual return | 9.27% | 0.42%+8.9pp | 10.63%-1.4pp | -9.96%+19.2pp |
| Employer contribution / active EE | $1,350 | $1,925-29.9% | $3,379-60.0% | $2,111-36.1% |
| Participant deferral / active EE | $2,512 | $5,091-50.7% | $5,565-54.9% | $3,350-25.0% |
| Admin fee / account holder | $0 | $512-100.0% | $7,510-100.0% | $521-100.0% |