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 | $27,229 | $75,183-63.8% | $123,892-78.0% | $55,167-50.6% |
| Participation rate | 94.1% | 72.8%+21.3pp | 81.4%+12.7pp | 69.0%+25.1pp |
| Annual return | 23.88% | 19.01%+4.9pp | 47.52%-23.6pp | 169.23%-145.3pp |
| Employer contribution / active EE | $2,414 | $2,823-14.5% | $4,617-47.7% | $1,963+23.0% |
| Participant deferral / active EE | $3,030 | $5,084-40.4% | $5,984-49.4% | $3,054-0.8% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |