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 | $21,028 | $42,546-50.6% | $71,796-70.7% | $55,167-61.9% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 10.10% | 12.36%-2.3pp | 78.04%-67.9pp | 169.23%-159.1pp |
| Employer contribution / active EE | $962 | $803+19.7% | $1,924-50.0% | $1,963-51.0% |
| Participant deferral / active EE | $1,494 | $2,064-27.6% | $2,794-46.5% | $3,054-51.1% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |