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 | $29,631 | $46,732-36.6% | $156,549-81.1% | $55,167-46.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.13% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,196 | $2,105+51.8% | $5,501-41.9% | $1,963+62.8% |
| Participant deferral / active EE | $6,349 | $2,204+188.1% | $4,871+30.3% | $3,054+107.9% |
| Admin fee / account holder | $4 | $418-99.1% | $13,027-100.0% | $504-99.3% |