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 8-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 | $49,620 | $50,464-1.7% | $75,781-34.5% | $52,331-5.2% |
| Participation rate | 87.1% | 66.8%+20.3pp | 75.8%+11.2pp | 68.1%+19.0pp |
| Annual return | 2.83% | 1.03%+1.8pp | 9.68%-6.8pp | 4.54%-1.7pp |
| Employer contribution / active EE | $1,799 | $1,988-9.5% | $3,323-45.9% | $1,882-4.4% |
| Participant deferral / active EE | $5,210 | $2,570+102.7% | $3,651+42.7% | $3,022+72.4% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |