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 | $36,945 | $57,976-36.3% | $62,995-41.4% | $62,292-40.7% |
| Participation rate | 98.5% | 75.9%+22.5pp | 74.8%+23.7pp | 69.5%+29.0pp |
| Annual return | 12.62% | 17.54%-4.9pp | 87.57%-75.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,536 | $2,415-36.4% | $2,759-44.3% | $2,042-24.8% |
| Participant deferral / active EE | $1,442 | $2,956-51.2% | $3,329-56.7% | $3,169-54.5% |
| Admin fee / account holder | $1 | $276-99.8% | $3,600-100.0% | $479-99.9% |