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 | $42,521 | $70,667-39.8% | $123,104-65.5% | $52,331-18.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.59% | 6.23%-5.6pp | 13.22%-12.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,483 | $2,946-15.7% | $5,151-51.8% | $1,882+32.0% |
| Participant deferral / active EE | $2,970 | $4,493-33.9% | $6,230-52.3% | $3,022-1.7% |
| Admin fee / account holder | $25 | $506-95.1% | $9,015-99.7% | $592-95.8% |