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 | $25,535 | $85,202-70.0% | $172,739-85.2% | $72,985-65.0% |
| Participation rate | 91.0% | 70.1%+21.0pp | 82.6%+8.4pp | 69.5%+21.6pp |
| Annual return | 17.96% | 27.32%-9.4pp | 802.84%-784.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,240 | $3,260-62.0% | $5,198-76.1% | $3,607-65.6% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |