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 | $18,835 | $46,732-59.7% | $156,549-88.0% | $55,167-65.9% |
| Participation rate | 99.0% | 65.8%+33.2pp | 84.0%+15.0pp | 69.0%+30.0pp |
| Annual return | 8.31% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $808 | $2,105-61.6% | $5,501-85.3% | $1,963-58.8% |
| Participant deferral / active EE | $1,927 | $2,204-12.6% | $4,871-60.4% | $3,054-36.9% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |