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 | $29,496 | $58,577-49.6% | $83,333-64.6% | $64,186-54.0% |
| Participation rate | 98.6% | 72.0%+26.5pp | 77.8%+20.8pp | 69.6%+29.0pp |
| Annual return | -1.94% | 9.65%-11.6pp | 10.63%-12.6pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,398 | $4,654-27.0% | $5,565-38.9% | $3,470-2.0% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |