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 | $25,088 | $70,002-64.2% | $115,037-78.2% | $52,331-52.1% |
| Participation rate | 96.4% | 72.1%+24.3pp | 81.4%+15.1pp | 68.1%+28.3pp |
| Annual return | 32.54% | 4.04%+28.5pp | 26.14%+6.4pp | 4.54%+28.0pp |
| Employer contribution / active EE | $2,667 | $2,715-1.8% | $4,608-42.1% | $1,882+41.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |