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 | $32,707 | $61,052-46.4% | $142,863-77.1% | $79,386-58.8% |
| Participation rate | 75.6% | 60.1%+15.5pp | 71.9%+3.6pp | 70.7%+4.9pp |
| Annual return | 22.61% | 16.02%+6.6pp | 5637.54%-5614.9pp | 116.85%-94.2pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,878 | $2,879-0.1% | $3,837-25.0% | $4,046-28.9% |
| Admin fee / account holder | $16 | $659-97.6% | $6,560-99.8% | $626-97.4% |