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 | $36,346 | $36,916-1.5% | $156,549-76.8% | $57,658-37.0% |
| Participation rate | 99.4% | 63.4%+36.0pp | 84.0%+15.4pp | 70.2%+29.2pp |
| Annual return | 9.48% | 12.38%-2.9pp | 32.23%-22.7pp | 5.13%+4.3pp |
| Employer contribution / active EE | $3,139 | $1,571+99.9% | $5,501-42.9% | $1,974+59.0% |
| Participant deferral / active EE | $2,692 | $1,926+39.8% | $4,871-44.7% | $3,061-12.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |