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 | $30,634 | $46,173-33.7% | $170,442-82.0% | $69,631-56.0% |
| Participation rate | 99.3% | 63.9%+35.4pp | 83.6%+15.7pp | 70.7%+28.6pp |
| Annual return | 16.71% | 21.62%-4.9pp | 205.93%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,064 | $1,610-33.9% | $5,433-80.4% | $2,032-47.6% |
| Participant deferral / active EE | $2,514 | $2,080+20.9% | $4,939-49.1% | $3,224-22.0% |
| Admin fee / account holder | $14 | $116-88.3% | $13,880-99.9% | $110-87.7% |