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 | $28,524 | $34,308-16.9% | $74,701-61.8% | $72,985-60.9% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 19.22% | 26.58%-7.4pp | 752.92%-733.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $867 | $692+25.3% | $1,084-20.0% | $2,440-64.5% |
| Participant deferral / active EE | $2,304 | $1,271+81.2% | $1,964+17.3% | $3,607-36.1% |
| Admin fee / account holder | $5 | $2,124-99.8% | $3,333-99.8% | $5,124-99.9% |