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 | $17,030 | $46,100-63.1% | $86,590-80.3% | $69,631-75.5% |
| Participation rate | 98.1% | 67.2%+31.0pp | 73.5%+24.6pp | 70.7%+27.5pp |
| Annual return | 13.70% | 21.02%-7.3pp | 964.84%-951.1pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $926 | $1,850-49.9% | $2,839-67.4% | $2,032-54.4% |
| Participant deferral / active EE | $2,092 | $2,432-14.0% | $3,609-42.0% | $3,224-35.1% |
| Admin fee / account holder | $19 | $94-79.5% | $4,906-99.6% | $110-82.6% |