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 | $47,464 | $57,976-18.1% | $62,995-24.7% | $62,292-23.8% |
| Participation rate | 98.6% | 75.9%+22.6pp | 74.8%+23.7pp | 69.5%+29.0pp |
| Annual return | 13.94% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-15.0pp |
| Employer contribution / active EE | $3,148 | $2,415+30.4% | $2,759+14.1% | $2,042+54.2% |
| Participant deferral / active EE | $2,066 | $2,956-30.1% | $3,329-37.9% | $3,169-34.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |