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 | $41,189 | $52,903-22.1% | $73,307-43.8% | $59,632-30.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 2.90% | 12.20%-9.3pp | 5.67%-2.8pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $3,882 | $1,909+103.4% | $3,237+19.9% | $2,203+76.3% |
| Participant deferral / active EE | $2,220 | $4,069-45.5% | $4,991-55.5% | $3,192-30.5% |
| Admin fee / account holder | $0 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |