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 | $21,731 | $57,976-62.5% | $62,995-65.5% | $62,292-65.1% |
| Participation rate | 95.0% | 75.9%+19.0pp | 74.8%+20.2pp | 69.5%+25.4pp |
| Annual return | 15.40% | 17.54%-2.1pp | 87.57%-72.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,773 | $2,415+14.8% | $2,759+0.5% | $2,042+35.8% |
| Participant deferral / active EE | $3,638 | $2,956+23.1% | $3,329+9.3% | $3,169+14.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |