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 | $45,576 | $68,408-33.4% | $57,179-20.3% | $57,658-21.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 6.45% | 8.51%-2.1pp | 14.59%-8.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,313 | $2,869-54.2% | $2,682-51.1% | $1,974-33.5% |
| Participant deferral / active EE | $1,784 | $2,903-38.6% | $3,096-42.4% | $3,061-41.7% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |