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 | $17,167 | $28,109-38.9% | $71,086-75.8% | $56,287-69.5% |
| Participation rate | 70.1% | 40.4%+29.7pp | 54.7%+15.4pp | 69.9%+0.2pp |
| Annual return | -5.28% | -615.05%+609.8pp | 650.59%-655.9pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,376 | $558+146.8% | $1,088+26.5% | $2,111-34.8% |
| Participant deferral / active EE | $1,631 | $1,116+46.2% | $1,874-13.0% | $3,350-51.3% |
| Admin fee / account holder | $14 | $585-97.7% | $3,082-99.6% | $521-97.4% |