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 | $63,429 | $48,570+30.6% | $130,648-51.5% | $72,985-13.1% |
| Participation rate | 94.0% | 58.6%+35.4pp | 71.7%+22.2pp | 69.5%+24.5pp |
| Annual return | 18.49% | 38.63%-20.1pp | 1708.96%-1690.5pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,097 | $1,334-17.8% | $4,092-73.2% | $2,440-55.1% |
| Participant deferral / active EE | $1,548 | $2,384-35.1% | $3,603-57.0% | $3,607-57.1% |
| Admin fee / account holder | $62 | $3,549-98.3% | $5,464-98.9% | $5,124-98.8% |