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 | $47,001 | $48,230-2.5% | $67,502-30.4% | $80,856-41.9% |
| Participation rate | 91.4% | 66.4%+25.0pp | 72.9%+18.5pp | 67.6%+23.7pp |
| Annual return | 16.95% | 18.28%-1.3pp | 3512.12%-3495.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,924 | $2,924+34.2% | $4,000-1.9% | $4,296-8.6% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |