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 | $49,908 | $41,377+20.6% | $109,313-54.3% | $62,891-20.6% |
| Participation rate | 95.7% | 57.5%+38.2pp | 71.3%+24.5pp | 69.3%+26.4pp |
| Annual return | 6.74% | 11.05%-4.3pp | 22.07%-15.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,275 | $1,276+156.6% | $3,892-15.9% | $2,281+43.6% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4 | $2,884-99.9% | $5,666-99.9% | $4,296-99.9% |