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 | $18,795 | $37,196-49.5% | $154,107-87.8% | $55,725-66.3% |
| Participation rate | 96.7% | 64.1%+32.6pp | 83.0%+13.7pp | 70.9%+25.9pp |
| Annual return | 10.15% | 1319.68%-1309.5pp | 735.12%-725.0pp | 244.93%-234.8pp |
| Employer contribution / active EE | $314 | $1,614-80.6% | $5,298-94.1% | $2,078-84.9% |
| Participant deferral / active EE | $2,162 | $2,068+4.5% | $5,081-57.4% | $3,356-35.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |