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 9-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 | $14,481 | $57,103-74.6% | $87,507-83.5% | $57,658-74.9% |
| Participation rate | 98.6% | 64.3%+34.3pp | 73.8%+24.8pp | 70.2%+28.4pp |
| Annual return | 19.20% | 12.71%+6.5pp | 12.21%+7.0pp | 5.13%+14.1pp |
| Employer contribution / active EE | $923 | $1,107-16.6% | $2,550-63.8% | $1,974-53.2% |
| Participant deferral / active EE | $0 | $2,250-100.0% | $3,149-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $4,221-100.0% | $95-100.0% |