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 | $22,354 | $50,637-55.9% | $86,590-74.2% | $62,292-64.1% |
| Participation rate | 99.2% | 67.9%+31.3pp | 73.5%+25.7pp | 69.5%+29.7pp |
| Annual return | 15.32% | 20.80%-5.5pp | 964.84%-949.5pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,230 | $2,075+7.5% | $2,839-21.5% | $2,042+9.2% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $18 | $413-95.6% | $4,906-99.6% | $479-96.2% |