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 | $33,044 | $51,769-36.2% | $57,343-42.4% | $52,331-36.9% |
| Participation rate | 93.0% | 75.2%+17.8pp | 75.1%+17.9pp | 68.1%+24.9pp |
| Annual return | 0.99% | 2.43%-1.4pp | 24.39%-23.4pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,820 | $2,335-22.1% | $2,689-32.3% | $1,882-3.3% |
| Participant deferral / active EE | $1,876 | $2,794-32.9% | $3,162-40.7% | $3,022-37.9% |
| Admin fee / account holder | $3 | $295-99.1% | $3,356-99.9% | $592-99.5% |