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 | $38,418 | $54,237-29.2% | $90,281-57.4% | $67,579-43.2% |
| Participation rate | 84.2% | 68.6%+15.6pp | 73.3%+10.9pp | 71.3%+12.9pp |
| Annual return | 24.09% | 37.27%-13.2pp | 78.10%-54.0pp | 378.56%-354.5pp |
| Employer contribution / active EE | $615 | $1,846-66.7% | $2,854-78.5% | $2,148-71.4% |
| Participant deferral / active EE | $2,413 | $2,625-8.1% | $3,885-37.9% | $3,539-31.8% |
| Admin fee / account holder | $200 | $123+62.0% | $5,351-96.3% | $142+40.5% |