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 | $21,867 | $46,072-52.5% | $70,014-68.8% | $55,167-60.4% |
| Participation rate | 83.1% | 67.5%+15.7pp | 71.8%+11.3pp | 69.0%+14.1pp |
| Annual return | 5.67% | 8.68%-3.0pp | 12.99%-7.3pp | 169.23%-163.6pp |
| Employer contribution / active EE | $836 | $1,500-44.2% | $2,338-64.2% | $1,963-57.4% |
| Participant deferral / active EE | $1,399 | $2,344-40.3% | $2,931-52.3% | $3,054-54.2% |
| Admin fee / account holder | $22 | $428-94.8% | $4,380-99.5% | $504-95.6% |