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 | $38,446 | $65,557-41.4% | $64,056-40.0% | $71,457-46.2% |
| Participation rate | 96.2% | 73.2%+23.1pp | 72.3%+23.9pp | 67.9%+28.3pp |
| Annual return | 12.85% | 18.94%-6.1pp | 33.69%-20.8pp | 28.85%-16.0pp |
| Employer contribution / active EE | $4,038 | $2,669+51.3% | $2,747+47.0% | $2,588+56.1% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |