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 | $42,653 | $76,000-43.9% | $154,107-72.3% | $64,186-33.5% |
| Participation rate | 98.4% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.8pp |
| Annual return | -0.74% | 30.32%-31.1pp | 735.12%-735.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $2,498 | $3,351-25.5% | $5,298-52.8% | $2,381+4.9% |
| Participant deferral / active EE | $4,154 | $3,175+30.8% | $5,081-18.2% | $3,470+19.7% |
| Admin fee / account holder | $11 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |