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 | $16,310 | $76,407-78.7% | $150,298-89.1% | $82,448-80.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.19% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $610 | $2,614-76.7% | $4,154-85.3% | $2,551-76.1% |
| Participant deferral / active EE | $1,245 | $3,214-61.3% | $5,453-77.2% | $4,139-69.9% |
| Admin fee / account holder | $15 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |