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 | $50,833 | $40,256+26.3% | $57,343-11.4% | $59,632-14.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.34% | 27.49%-26.2pp | 24.39%-23.1pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $1,642 | $1,922-14.6% | $2,689-38.9% | $2,203-25.5% |
| Participant deferral / active EE | $3,290 | $2,399+37.1% | $3,162+4.0% | $3,192+3.1% |
| Admin fee / account holder | $13 | $2,818-99.6% | $3,356-99.6% | $4,297-99.7% |