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 | $40,806 | $75,828-46.2% | $147,614-72.4% | $59,632-31.6% |
| Participation rate | 98.4% | 71.6%+26.9pp | 84.6%+13.8pp | 68.7%+29.8pp |
| Annual return | 0.74% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $3,901 | $3,485+12.0% | $5,564-29.9% | $2,203+77.1% |
| Participant deferral / active EE | $3,336 | $3,130+6.6% | $4,895-31.9% | $3,192+4.5% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |