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 | $23,312 | $75,828-69.3% | $147,614-84.2% | $59,632-60.9% |
| Participation rate | 95.5% | 71.6%+23.9pp | 84.6%+10.8pp | 68.7%+26.8pp |
| Annual return | 7.98% | 0.37%+7.6pp | 61.98%-54.0pp | 2041.28%-2033.3pp |
| Employer contribution / active EE | $1,602 | $3,485-54.0% | $5,564-71.2% | $2,203-27.3% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |