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 | $33,079 | $45,035-26.5% | $62,995-47.5% | $70,131-52.8% |
| Participation rate | 98.5% | 69.5%+28.9pp | 74.8%+23.7pp | 69.5%+28.9pp |
| Annual return | 15.48% | 18.76%-3.3pp | 87.57%-72.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,764 | $2,465+52.7% | $3,329+13.1% | $3,332+13.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |