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 | $42,821 | $86,332-50.4% | $125,175-65.8% | $65,185-34.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.62% | 27.43%-4.8pp | 43.79%-21.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,762 | $2,040+35.4% | $3,865-28.6% | $2,177+26.9% |
| Participant deferral / active EE | $1,917 | $3,537-45.8% | $4,937-61.2% | $3,514-45.4% |
| Admin fee / account holder | $3 | $609-99.6% | $9,702-100.0% | $847-99.7% |