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 | $29,537 | $85,199-65.3% | $57,179-48.3% | $63,975-53.8% |
| Participation rate | 99.2% | 74.0%+25.1pp | 75.3%+23.8pp | 71.1%+28.0pp |
| Annual return | 6.98% | 10.43%-3.5pp | 14.59%-7.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $3,245 | $3,446-5.8% | $2,682+21.0% | $2,182+48.7% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $39-97.8% | $3,139-100.0% | $70-98.8% |