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 | $17,757 | $55,453-68.0% | $170,442-89.6% | $62,292-71.5% |
| Participation rate | 98.1% | 66.4%+31.7pp | 83.6%+14.5pp | 69.5%+28.5pp |
| Annual return | 17.43% | 21.38%-4.0pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,196 | $2,164-44.7% | $5,433-78.0% | $2,042-41.4% |
| Participant deferral / active EE | $1,341 | $2,303-41.8% | $4,939-72.9% | $3,169-57.7% |
| Admin fee / account holder | $16 | $455-96.4% | $13,880-99.9% | $479-96.6% |