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 | $20,097 | $44,873-55.2% | $79,464-74.7% | $56,287-64.3% |
| Participation rate | 98.1% | 68.7%+29.4pp | 73.3%+24.7pp | 69.9%+28.2pp |
| Annual return | 8.31% | 0.81%+7.5pp | 718.14%-709.8pp | -9.96%+18.3pp |
| Employer contribution / active EE | $2,129 | $2,140-0.5% | $2,800-24.0% | $2,111+0.8% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $418-98.0% | $5,113-99.8% | $521-98.4% |