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 | $62,769 | $78,705-20.2% | $117,854-46.7% | $70,131-10.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.10% | 23.30%-7.2pp | 335.08%-319.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,555 | $2,223-30.1% | $3,786-58.9% | $2,342-33.6% |
| Participant deferral / active EE | $2,852 | $3,297-13.5% | $4,482-36.4% | $3,332-14.4% |
| Admin fee / account holder | $3 | $5,065-99.9% | $8,020-100.0% | $4,645-99.9% |