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 | $15,861 | $37,117-57.3% | $147,614-89.3% | $55,191-71.3% |
| Participation rate | 91.6% | 63.6%+28.0pp | 84.6%+7.0pp | 69.2%+22.4pp |
| Annual return | -0.04% | 3.44%-3.5pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $630 | $1,620-61.1% | $5,564-88.7% | $1,899-66.8% |
| Participant deferral / active EE | $1,742 | $1,985-12.3% | $4,895-64.4% | $3,046-42.8% |
| Admin fee / account holder | $28 | $86-67.7% | $11,611-99.8% | $91-69.5% |