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 | $39,349 | $85,199-53.8% | $57,179-31.2% | $63,975-38.5% |
| Participation rate | 98.6% | 74.0%+24.6pp | 75.3%+23.3pp | 71.1%+27.5pp |
| Annual return | 36.79% | 10.43%+26.4pp | 14.59%+22.2pp | 48.65%-11.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,975 | $3,109+27.9% | $3,096+28.4% | $3,356+18.4% |
| Admin fee / account holder | $1 | $39-98.2% | $3,139-100.0% | $70-99.0% |