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 | $26,277 | $51,769-49.2% | $57,343-54.2% | $52,331-49.8% |
| Participation rate | 96.9% | 75.2%+21.6pp | 75.1%+21.8pp | 68.1%+28.8pp |
| Annual return | 1.56% | 2.43%-0.9pp | 24.39%-22.8pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,913 | $2,335-18.1% | $2,689-28.8% | $1,882+1.7% |
| Participant deferral / active EE | $3,080 | $2,794+10.2% | $3,162-2.6% | $3,022+1.9% |
| Admin fee / account holder | $2 | $295-99.3% | $3,356-99.9% | $592-99.6% |