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 | $50,454 | $58,879-14.3% | $178,490-71.7% | $73,488-31.3% |
| Participation rate | 91.1% | 66.2%+24.9pp | 81.9%+9.2pp | 70.7%+20.4pp |
| Annual return | 11.32% | 24.86%-13.5pp | 151.07%-139.7pp | 28.51%-17.2pp |
| Employer contribution / active EE | $3,105 | $2,236+38.8% | $5,011-38.0% | $2,270+36.8% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |