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 | $18,345 | $49,227-62.7% | $70,449-74.0% | $79,858-77.0% |
| Participation rate | 79.4% | 69.2%+10.2pp | 75.1%+4.3pp | 69.6%+9.7pp |
| Annual return | 10.33% | 30.06%-19.7pp | 109.03%-98.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,933 | $2,099-7.9% | $2,737-29.3% | $2,471-21.7% |
| Participant deferral / active EE | $1,157 | $2,768-58.2% | $3,709-68.8% | $3,740-69.1% |
| Admin fee / account holder | $3 | $2,878-99.9% | $3,845-99.9% | $5,306-99.9% |