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 | $24,936 | $57,976-57.0% | $62,995-60.4% | $62,292-60.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 53.66% | 17.54%+36.1pp | 87.57%-33.9pp | 28.90%+24.8pp |
| Employer contribution / active EE | $1,660 | $2,415-31.3% | $2,759-39.8% | $2,042-18.7% |
| Participant deferral / active EE | $1,624 | $2,956-45.1% | $3,329-51.2% | $3,169-48.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |