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 9-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 | $59,624 | $57,976+2.8% | $62,995-5.4% | $62,292-4.3% |
| Participation rate | 97.0% | 75.9%+21.1pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 15.67% | 17.54%-1.9pp | 87.57%-71.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,101 | $2,415-13.0% | $2,759-23.8% | $2,042+2.9% |
| Participant deferral / active EE | $1,722 | $2,956-41.7% | $3,329-48.3% | $3,169-45.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |