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 | $20,752 | $47,977-56.7% | $154,107-86.5% | $56,287-63.1% |
| Participation rate | 93.5% | 66.2%+27.4pp | 83.0%+10.5pp | 69.9%+23.7pp |
| Annual return | 8.93% | 3.54%+5.4pp | 735.12%-726.2pp | -9.96%+18.9pp |
| Employer contribution / active EE | $2,425 | $2,169+11.8% | $5,298-54.2% | $2,111+14.9% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |