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 | $30,103 | $112,772-73.3% | $57,343-47.5% | $59,188-49.1% |
| Participation rate | 98.9% | 71.3%+27.6pp | 75.1%+23.8pp | 69.4%+29.5pp |
| Annual return | 2.78% | 0.85%+1.9pp | 24.39%-21.6pp | 5.51%-2.7pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,091 | $3,010+2.7% | $3,162-2.3% | $3,265-5.3% |
| Admin fee / account holder | $1 | $144-99.3% | $3,356-100.0% | $92-98.9% |