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 | $60,061 | $67,984-11.7% | $65,493-8.3% | $74,304-19.2% |
| Participation rate | 98.8% | 66.3%+32.5pp | 73.1%+25.7pp | 60.3%+38.5pp |
| Annual return | 12.24% | 19.87%-7.6pp | 982.45%-970.2pp | 29.43%-17.2pp |
| Employer contribution / active EE | $653 | $2,491-73.8% | $2,574-74.6% | $2,241-70.8% |
| Participant deferral / active EE | $2,466 | $3,346-26.3% | $3,961-37.7% | $3,767-34.5% |
| Admin fee / account holder | $80 | $1,373-94.1% | $5,028-98.4% | $2,969-97.3% |