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 | $18,700 | $52,953-64.7% | $172,739-89.2% | $65,185-71.3% |
| Participation rate | 74.6% | 66.2%+8.4pp | 82.6%-8.1pp | 70.2%+4.4pp |
| Annual return | 19.52% | 30.12%-10.6pp | 802.84%-783.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $952 | $2,190-56.5% | $5,143-81.5% | $2,177-56.3% |
| Participant deferral / active EE | $1,645 | $2,471-33.4% | $5,198-68.4% | $3,514-53.2% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |