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 | $42,994 | $57,976-25.8% | $62,995-31.7% | $62,292-31.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 74.8%+18.1pp | 69.5%+23.4pp |
| Annual return | 15.32% | 17.54%-2.2pp | 87.57%-72.2pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,727 | $2,415-28.5% | $2,759-37.4% | $2,042-15.4% |
| Participant deferral / active EE | $1,516 | $2,956-48.7% | $3,329-54.5% | $3,169-52.1% |
| Admin fee / account holder | $1 | $276-99.8% | $3,600-100.0% | $479-99.9% |