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 | $33,061 | $76,000-56.5% | $154,107-78.5% | $64,186-48.5% |
| Participation rate | 82.4% | 70.4%+12.0pp | 83.0%-0.6pp | 69.6%+12.8pp |
| Annual return | -2.90% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $727 | $3,351-78.3% | $5,298-86.3% | $2,381-69.5% |
| Participant deferral / active EE | $1,996 | $3,175-37.1% | $5,081-60.7% | $3,470-42.5% |
| Admin fee / account holder | $9 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |