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 | $17,713 | $55,453-68.1% | $170,442-89.6% | $62,292-71.6% |
| Participation rate | 88.7% | 66.4%+22.3pp | 83.6%+5.1pp | 69.5%+19.2pp |
| Annual return | 12.57% | 21.38%-8.8pp | 205.93%-193.4pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,342 | $2,303-41.7% | $4,939-72.8% | $3,169-57.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |