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 | $35,079 | $45,073-22.2% | $69,455-49.5% | $72,985-51.9% |
| Participation rate | 93.4% | 68.5%+24.9pp | 74.6%+18.8pp | 69.5%+24.0pp |
| Annual return | 15.78% | 22.65%-6.9pp | 28.97%-13.2pp | 81.00%-65.2pp |
| Employer contribution / active EE | $786 | $2,054-61.8% | $2,779-71.7% | $2,440-67.8% |
| Participant deferral / active EE | $1,542 | $2,602-40.7% | $3,535-56.4% | $3,607-57.3% |
| Admin fee / account holder | $2 | $3,056-99.9% | $3,839-99.9% | $5,124-100.0% |