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 | $44,878 | $58,828-23.7% | $77,999-42.5% | $62,891-28.6% |
| Participation rate | 81.1% | 71.1%+10.1pp | 75.5%+5.6pp | 69.3%+11.8pp |
| Annual return | 5.12% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $425 | $1,672-74.6% | $2,470-82.8% | $2,281-81.4% |
| Participant deferral / active EE | $2,222 | $2,686-17.3% | $3,497-36.5% | $3,203-30.6% |
| Admin fee / account holder | $13 | $4,393-99.7% | $5,480-99.8% | $4,296-99.7% |