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 9-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 | $31,221 | $99,957-68.8% | $149,696-79.1% | $73,488-57.5% |
| Participation rate | 81.0% | 75.7%+5.3pp | 82.5%-1.5pp | 70.7%+10.3pp |
| Annual return | 20.01% | 53.87%-33.9pp | 276.60%-256.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,296 | $6,073-12.8% | $6,842-22.6% | $3,740+41.6% |
| Admin fee / account holder | $9 | $551-98.3% | $9,309-99.9% | $513-98.2% |