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 | $36,252 | $85,202-57.5% | $172,739-79.0% | $72,985-50.3% |
| Participation rate | 91.8% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 21.10% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,398 | $3,324-27.9% | $5,143-53.4% | $2,440-1.7% |
| Participant deferral / active EE | $2,388 | $3,260-26.8% | $5,198-54.1% | $3,607-33.8% |
| Admin fee / account holder | $20 | $5,884-99.7% | $13,954-99.9% | $5,124-99.6% |