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 | $32,964 | $63,355-48.0% | $91,989-64.2% | $72,985-54.8% |
| Participation rate | 97.3% | 72.5%+24.8pp | 78.6%+18.7pp | 69.5%+27.8pp |
| Annual return | 28.34% | 35.35%-7.0pp | 69.02%-40.7pp | 81.00%-52.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,193 | $4,883-34.6% | $5,923-46.1% | $3,607-11.5% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |