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 | $21,466 | $52,953-59.5% | $172,739-87.6% | $65,185-67.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.29% | 30.12%-7.8pp | 802.84%-780.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,228 | $2,190+1.8% | $5,143-56.7% | $2,177+2.4% |
| Participant deferral / active EE | $2,305 | $2,471-6.7% | $5,198-55.7% | $3,514-34.4% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |