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 | $16,173 | $46,360-65.1% | $147,614-89.0% | $52,331-69.1% |
| Participation rate | 95.0% | 64.9%+30.1pp | 84.6%+10.4pp | 68.1%+26.9pp |
| Annual return | 5.51% | 1.62%+3.9pp | 61.98%-56.5pp | 4.54%+1.0pp |
| Employer contribution / active EE | $1,010 | $2,126-52.5% | $5,564-81.9% | $1,882-46.3% |
| Participant deferral / active EE | $1,242 | $2,258-45.0% | $4,895-74.6% | $3,022-58.9% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |