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 | $25,546 | $58,879-56.6% | $178,490-85.7% | $73,488-65.2% |
| Participation rate | 75.1% | 66.2%+8.9pp | 81.9%-6.8pp | 70.7%+4.5pp |
| Annual return | 20.81% | 24.86%-4.0pp | 151.07%-130.3pp | 28.51%-7.7pp |
| Employer contribution / active EE | $1,116 | $2,236-50.1% | $5,011-77.7% | $2,270-50.8% |
| Participant deferral / active EE | $1,872 | $2,567-27.1% | $5,202-64.0% | $3,740-49.9% |
| Admin fee / account holder | $2 | $400-99.5% | $13,984-100.0% | $513-99.6% |