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 | $30,159 | $39,162-23.0% | $100,671-70.0% | $59,632-49.4% |
| Participation rate | 71.7% | 55.9%+15.8pp | 70.7%+1.0pp | 68.7%+3.0pp |
| Annual return | -0.73% | 21.07%-21.8pp | 20.43%-21.2pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,419 | $1,151+23.3% | $4,012-64.6% | $2,203-35.6% |
| Participant deferral / active EE | $3,024 | $1,992+51.8% | $3,144-3.8% | $3,192-5.3% |
| Admin fee / account holder | $10 | $2,969-99.7% | $4,850-99.8% | $4,297-99.8% |