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 | $42,113 | $69,763-39.6% | $67,502-37.6% | $74,495-43.5% |
| Participation rate | 97.9% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.7pp |
| Annual return | 15.53% | -40.34%+55.9pp | 3512.12%-3496.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $4,008 | $2,704+48.2% | $2,731+46.8% | $2,623+52.8% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |