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 8-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 | $42,304 | $39,122+8.1% | $57,179-26.0% | $62,891-32.7% |
| Participation rate | 90.3% | 70.5%+19.8pp | 75.3%+15.0pp | 69.3%+21.0pp |
| Annual return | 5.90% | 9.23%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,437 | $2,374-39.4% | $3,096-53.6% | $3,203-55.1% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |