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 | $25,268 | $51,769-51.2% | $57,343-55.9% | $52,331-51.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 3.50% | 2.43%+1.1pp | 24.39%-20.9pp | 4.54%-1.0pp |
| Employer contribution / active EE | $878 | $2,335-62.4% | $2,689-67.4% | $1,882-53.4% |
| Participant deferral / active EE | $1,239 | $2,794-55.7% | $3,162-60.8% | $3,022-59.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |