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 | $38,235 | $70,475-45.7% | $100,516-62.0% | $79,858-52.1% |
| Participation rate | 98.6% | 73.7%+25.0pp | 79.4%+19.2pp | 69.6%+29.0pp |
| Annual return | 13.76% | 21.90%-8.1pp | 30.89%-17.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,668 | $5,181-29.2% | $6,270-41.5% | $3,740-1.9% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |