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 | $39,540 | $46,553-15.1% | $64,056-38.3% | $75,163-47.4% |
| Participation rate | 93.5% | 65.9%+27.6pp | 72.3%+21.2pp | 67.2%+26.3pp |
| Annual return | 18.66% | 26.03%-7.4pp | 33.69%-15.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,811 | $2,837+69.6% | $3,880+24.0% | $4,125+16.6% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |