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 | $31,180 | $51,620-39.6% | $90,281-65.5% | $65,185-52.2% |
| Participation rate | 86.1% | 68.6%+17.5pp | 73.3%+12.9pp | 70.2%+15.9pp |
| Annual return | 23.72% | 24.94%-1.2pp | 78.10%-54.4pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,022 | $2,235-54.2% | $2,854-64.2% | $2,177-53.0% |
| Participant deferral / active EE | $2,329 | $2,871-18.9% | $3,885-40.0% | $3,514-33.7% |
| Admin fee / account holder | $61 | $384-84.2% | $5,351-98.9% | $847-92.9% |