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 | $13,222 | $46,732-71.7% | $156,549-91.6% | $55,167-76.0% |
| Participation rate | 88.9% | 65.8%+23.1pp | 84.0%+4.9pp | 69.0%+19.9pp |
| Annual return | 6.68% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,287 | $2,105-38.9% | $5,501-76.6% | $1,963-34.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $16 | $418-96.2% | $13,027-99.9% | $504-96.9% |