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 | $40,031 | $58,879-32.0% | $178,490-77.6% | $73,488-45.5% |
| Participation rate | 90.7% | 66.2%+24.5pp | 81.9%+8.8pp | 70.7%+20.1pp |
| Annual return | 17.81% | 24.86%-7.1pp | 151.07%-133.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,889 | $2,236-15.5% | $5,011-62.3% | $2,270-16.8% |
| Participant deferral / active EE | $3,455 | $2,567+34.6% | $5,202-33.6% | $3,740-7.6% |
| Admin fee / account holder | $9 | $400-97.9% | $13,984-99.9% | $513-98.3% |