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 | $36,366 | $62,928-42.2% | $172,739-78.9% | $67,579-46.2% |
| Participation rate | 90.9% | 64.5%+26.4pp | 82.6%+8.3pp | 71.3%+19.6pp |
| Annual return | 19.64% | 30.36%-10.7pp | 802.84%-783.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $952 | $1,636-41.8% | $5,143-81.5% | $2,148-55.7% |
| Participant deferral / active EE | $2,867 | $2,145+33.7% | $5,198-44.8% | $3,539-19.0% |
| Admin fee / account holder | $47 | $167-72.1% | $13,954-99.7% | $142-67.3% |