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 | $28,689 | $50,637-43.3% | $86,590-66.9% | $62,292-53.9% |
| Participation rate | 85.9% | 67.9%+18.0pp | 73.5%+12.4pp | 69.5%+16.4pp |
| Annual return | 22.33% | 20.80%+1.5pp | 964.84%-942.5pp | 28.90%-6.6pp |
| Employer contribution / active EE | $1,358 | $2,075-34.6% | $2,839-52.2% | $2,042-33.5% |
| Participant deferral / active EE | $1,996 | $2,611-23.6% | $3,609-44.7% | $3,169-37.0% |
| Admin fee / account holder | $18 | $413-95.7% | $4,906-99.6% | $479-96.3% |