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 | $30,907 | $45,035-31.4% | $62,995-50.9% | $70,131-55.9% |
| Participation rate | 94.9% | 69.5%+25.3pp | 74.8%+20.1pp | 69.5%+25.3pp |
| Annual return | 13.32% | 18.76%-5.4pp | 87.57%-74.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $577 | $2,051-71.9% | $2,759-79.1% | $2,342-75.4% |
| Participant deferral / active EE | $1,158 | $2,465-53.0% | $3,329-65.2% | $3,332-65.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |