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 | $15,882 | $52,293-69.6% | $178,490-91.1% | $73,409-78.4% |
| Participation rate | 90.0% | 65.3%+24.7pp | 81.9%+8.1pp | 72.2%+17.8pp |
| Annual return | 12.91% | 34.75%-21.8pp | 151.07%-138.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,116 | $2,332-52.1% | $5,202-78.5% | $3,805-70.7% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |