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 | $22,673 | $41,854-45.8% | $73,843-69.3% | $52,331-56.7% |
| Participation rate | 76.6% | 66.2%+10.4pp | 73.4%+3.2pp | 68.1%+8.5pp |
| Annual return | 1.45% | 2.11%-0.7pp | 2267.84%-2266.4pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,819 | $1,920-5.3% | $2,787-34.7% | $1,882-3.3% |
| Participant deferral / active EE | $1,031 | $2,498-58.7% | $3,583-71.2% | $3,022-65.9% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |