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 | $37,300 | $124,414-70.0% | $115,157-67.6% | $67,579-44.8% |
| Participation rate | 98.2% | 58.1%+40.2pp | 75.9%+22.3pp | 71.3%+26.9pp |
| Annual return | 19.94% | 29.40%-9.5pp | 35.60%-15.7pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,074 | $1,454+42.6% | $3,179-34.8% | $2,148-3.4% |
| Participant deferral / active EE | $3,618 | $2,331+55.2% | $4,168-13.2% | $3,539+2.2% |
| Admin fee / account holder | $0 | $361-100.0% | $7,088-100.0% | $142-100.0% |