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 | $22,121 | $55,002-59.8% | $59,878-63.1% | $56,287-60.7% |
| Participation rate | 96.4% | 75.9%+20.5pp | 74.7%+21.7pp | 69.9%+26.6pp |
| Annual return | 8.69% | 1.13%+7.6pp | 3.46%+5.2pp | -9.96%+18.6pp |
| Employer contribution / active EE | $1,390 | $2,448-43.2% | $2,722-48.9% | $2,111-34.2% |
| Participant deferral / active EE | $2,443 | $3,121-21.7% | $3,402-28.2% | $3,350-27.1% |
| Admin fee / account holder | $2 | $236-99.0% | $3,590-99.9% | $521-99.6% |