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 | $43,195 | $47,977-10.0% | $154,107-72.0% | $56,287-23.3% |
| Participation rate | 94.8% | 66.2%+28.7pp | 83.0%+11.8pp | 69.9%+25.0pp |
| Annual return | 6.08% | 3.54%+2.5pp | 735.12%-729.0pp | -9.96%+16.0pp |
| Employer contribution / active EE | $4,691 | $2,169+116.3% | $5,298-11.4% | $2,111+122.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |