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 | $53,478 | $43,723+22.3% | $121,196-55.9% | $64,186-16.7% |
| Participation rate | 92.7% | 58.3%+34.4pp | 71.7%+20.9pp | 69.6%+23.1pp |
| Annual return | -4.29% | 68.91%-73.2pp | 16.93%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,048 | $1,296-19.2% | $4,022-73.9% | $2,381-56.0% |
| Participant deferral / active EE | $1,365 | $2,280-40.1% | $3,344-59.2% | $3,470-60.7% |
| Admin fee / account holder | $35 | $3,501-99.0% | $5,019-99.3% | $4,888-99.3% |