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 | $40,319 | $54,320-25.8% | $67,652-40.4% | $52,331-23.0% |
| Participation rate | 86.0% | 73.6%+12.4pp | 75.7%+10.4pp | 68.1%+17.9pp |
| Annual return | 2.53% | 6.81%-4.3pp | 6625.04%-6622.5pp | 4.54%-2.0pp |
| Employer contribution / active EE | $2,030 | $1,544+31.5% | $2,266-10.4% | $1,882+7.9% |
| Participant deferral / active EE | $3,550 | $2,950+20.3% | $3,560-0.3% | $3,022+17.5% |
| Admin fee / account holder | $4 | $527-99.2% | $4,821-99.9% | $592-99.3% |