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 | $34,085 | $64,348-47.0% | $90,160-62.2% | $70,131-51.4% |
| Participation rate | 95.9% | 70.4%+25.4pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 22.39% | 28.13%-5.7pp | 34.88%-12.5pp | 73.14%-50.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,092 | $4,389-29.5% | $5,288-41.5% | $3,332-7.2% |
| Admin fee / account holder | $0 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |