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 | $18,638 | $32,425-42.5% | $74,583-75.0% | $55,167-66.2% |
| Participation rate | 85.7% | 54.0%+31.7pp | 68.1%+17.6pp | 69.0%+16.7pp |
| Annual return | 6.05% | 10.63%-4.6pp | 20.47%-14.4pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,205 | $1,043+15.5% | $2,525-52.3% | $1,963-38.6% |
| Participant deferral / active EE | $1,935 | $1,995-3.0% | $3,458-44.0% | $3,054-36.6% |
| Admin fee / account holder | $18 | $748-97.6% | $4,138-99.6% | $504-96.4% |