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 | $31,001 | $56,443-45.1% | $83,848-63.0% | $55,725-44.4% |
| Participation rate | 98.1% | 72.0%+26.1pp | 76.1%+22.0pp | 70.9%+27.2pp |
| Annual return | 5.85% | 393.67%-387.8pp | 850.88%-845.0pp | 244.93%-239.1pp |
| Employer contribution / active EE | $3,103 | $2,682+15.7% | $3,631-14.5% | $2,078+49.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-99.9% | $5,478-100.0% | $115-99.9% |