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 | $55,630 | $51,769+7.5% | $57,343-3.0% | $52,331+6.3% |
| Participation rate | 96.3% | 75.2%+21.1pp | 75.1%+21.2pp | 68.1%+28.2pp |
| Annual return | 1.94% | 2.43%-0.5pp | 24.39%-22.4pp | 4.54%-2.6pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,280 | $2,794-54.2% | $3,162-59.5% | $3,022-57.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |