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 | $34,817 | $62,928-44.7% | $172,739-79.8% | $67,579-48.5% |
| Participation rate | 98.9% | 64.5%+34.5pp | 82.6%+16.3pp | 71.3%+27.6pp |
| Annual return | 20.38% | 30.36%-10.0pp | 802.84%-782.5pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,231 | $1,636-24.7% | $5,143-76.1% | $2,148-42.7% |
| Participant deferral / active EE | $3,077 | $2,145+43.4% | $5,198-40.8% | $3,539-13.1% |
| Admin fee / account holder | $22 | $167-86.8% | $13,954-99.8% | $142-84.6% |