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 | $78,271 | $44,425+76.2% | $67,834+15.4% | $55,167+41.9% |
| Participation rate | 72.7% | 59.7%+13.0pp | 68.8%+3.9pp | 69.0%+3.7pp |
| Annual return | 9.18% | 17.80%-8.6pp | 138.47%-129.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $643 | $1,351-52.4% | $2,403-73.3% | $1,963-67.3% |
| Participant deferral / active EE | $5,243 | $2,166+142.1% | $3,160+65.9% | $3,054+71.7% |
| Admin fee / account holder | $9 | $530-98.2% | $4,622-99.8% | $504-98.1% |