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 9-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 | $60,679 | $61,125-0.7% | $108,579-44.1% | $63,975-5.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 79.6%+20.4pp | 71.1%+28.9pp |
| Annual return | 22.38% | 14.06%+8.3pp | -51.70%+74.1pp | 48.65%-26.3pp |
| Employer contribution / active EE | $790 | $2,237-64.7% | $3,758-79.0% | $2,182-63.8% |
| Participant deferral / active EE | $3,636 | $3,574+1.7% | $4,311-15.6% | $3,356+8.3% |
| Admin fee / account holder | $11 | $72-84.9% | $7,645-99.9% | $70-84.5% |