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 | $34,515 | $49,227-29.9% | $70,449-51.0% | $79,858-56.8% |
| Participation rate | 98.8% | 69.2%+29.6pp | 75.1%+23.7pp | 69.6%+29.1pp |
| Annual return | 18.69% | 30.06%-11.4pp | 109.03%-90.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,071 | $2,768+47.1% | $3,709+9.8% | $3,740+8.8% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |