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 | $22,073 | $47,977-54.0% | $154,107-85.7% | $56,287-60.8% |
| Participation rate | 76.9% | 66.2%+10.8pp | 83.0%-6.1pp | 69.9%+7.1pp |
| Annual return | -2.53% | 3.54%-6.1pp | 735.12%-737.6pp | -9.96%+7.4pp |
| Employer contribution / active EE | $902 | $2,169-58.4% | $5,298-83.0% | $2,111-57.3% |
| Participant deferral / active EE | $1,603 | $2,392-33.0% | $5,081-68.5% | $3,350-52.2% |
| Admin fee / account holder | $20 | $438-95.5% | $13,411-99.9% | $521-96.2% |