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 | $29,554 | $57,976-49.0% | $62,995-53.1% | $62,292-52.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.50% | 17.54%-5.0pp | 87.57%-75.1pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,253 | $2,415-48.1% | $2,759-54.6% | $2,042-38.7% |
| Participant deferral / active EE | $1,230 | $2,956-58.4% | $3,329-63.0% | $3,169-61.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |