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 | $24,117 | $77,634-68.9% | $156,549-84.6% | $62,891-61.7% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.5pp | 69.3%+28.3pp |
| Annual return | 5.96% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,548 | $3,444-55.1% | $5,501-71.9% | $2,281-32.1% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |