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 | $33,663 | $55,453-39.3% | $170,442-80.2% | $62,292-46.0% |
| Participation rate | 90.9% | 66.4%+24.5pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 16.29% | 21.38%-5.1pp | 205.93%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $5,359 | $2,164+147.7% | $5,433-1.4% | $2,042+162.4% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |