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 | $26,637 | $60,795-56.2% | $69,455-61.6% | $65,185-59.1% |
| Participation rate | 81.6% | 74.9%+6.7pp | 74.6%+7.0pp | 70.2%+11.4pp |
| Annual return | 28.42% | 17.46%+11.0pp | 28.97%-0.6pp | 29.38%-1.0pp |
| Employer contribution / active EE | $1,609 | $2,452-34.4% | $2,779-42.1% | $2,177-26.1% |
| Participant deferral / active EE | $1,598 | $3,162-49.4% | $3,535-54.8% | $3,514-54.5% |
| Admin fee / account holder | $20 | $314-93.6% | $3,839-99.5% | $847-97.6% |