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 | $25,144 | $52,953-52.5% | $172,739-85.4% | $65,185-61.4% |
| Participation rate | 82.7% | 66.2%+16.6pp | 82.6%+0.1pp | 70.2%+12.5pp |
| Annual return | 29.34% | 30.12%-0.8pp | 802.84%-773.5pp | 29.38%0pp |
| Employer contribution / active EE | $1,277 | $2,190-41.7% | $5,143-75.2% | $2,177-41.3% |
| Participant deferral / active EE | $2,728 | $2,471+10.4% | $5,198-47.5% | $3,514-22.4% |
| Admin fee / account holder | $229 | $472-51.6% | $13,954-98.4% | $847-73.0% |