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 | $45,422 | $55,790-18.6% | $76,817-40.9% | $67,579-32.8% |
| Participation rate | 74.6% | 71.1%+3.5pp | 72.1%+2.5pp | 71.3%+3.3pp |
| Annual return | 21.18% | 64.45%-43.3pp | 1166.11%-1144.9pp | 378.56%-357.4pp |
| Employer contribution / active EE | $577 | $1,810-68.1% | $2,302-74.9% | $2,148-73.1% |
| Participant deferral / active EE | $2,214 | $2,875-23.0% | $3,336-33.6% | $3,539-37.4% |
| Admin fee / account holder | $266 | $159+67.0% | $6,420-95.9% | $142+86.7% |