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 | $55,454 | $45,073+23.0% | $69,455-20.2% | $72,985-24.0% |
| Participation rate | 82.5% | 68.5%+14.0pp | 74.6%+7.8pp | 69.5%+13.0pp |
| Annual return | 18.38% | 22.65%-4.3pp | 28.97%-10.6pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,290 | $2,602-50.4% | $3,535-63.5% | $3,607-64.2% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |