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 | $26,651 | $58,879-54.7% | $178,490-85.1% | $73,488-63.7% |
| Participation rate | 83.7% | 66.2%+17.5pp | 81.9%+1.8pp | 70.7%+13.0pp |
| Annual return | 14.05% | 24.86%-10.8pp | 151.07%-137.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $541 | $2,236-75.8% | $5,011-89.2% | $2,270-76.1% |
| Participant deferral / active EE | $1,795 | $2,567-30.1% | $5,202-65.5% | $3,740-52.0% |
| Admin fee / account holder | $39 | $400-90.3% | $13,984-99.7% | $513-92.4% |