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 | $14,849 | $77,634-80.9% | $156,549-90.5% | $62,891-76.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.74% | 50.32%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $630 | $3,444-81.7% | $5,501-88.5% | $2,281-72.4% |
| Participant deferral / active EE | $2,899 | $3,045-4.8% | $4,871-40.5% | $3,203-9.5% |
| Admin fee / account holder | $27 | $5,561-99.5% | $13,027-99.8% | $4,296-99.4% |