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 | $38,482 | $52,884-27.2% | $84,750-54.6% | $55,167-30.2% |
| Participation rate | 85.2% | 67.5%+17.6pp | 76.6%+8.6pp | 69.0%+16.2pp |
| Annual return | 7.80% | 18.03%-10.2pp | 22.78%-15.0pp | 169.23%-161.4pp |
| Employer contribution / active EE | $715 | $2,233-68.0% | $3,574-80.0% | $1,963-63.5% |
| Participant deferral / active EE | $4,147 | $2,644+56.9% | $3,712+11.7% | $3,054+35.8% |
| Admin fee / account holder | $21 | $581-96.4% | $5,332-99.6% | $504-95.8% |