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 | $26,553 | $23,385+13.5% | $69,182-61.6% | $57,658-53.9% |
| Participation rate | 75.6% | 37.9%+37.7pp | 55.1%+20.5pp | 70.2%+5.4pp |
| Annual return | 6.63% | -659.34%+666.0pp | -21.93%+28.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,259 | $422+198.0% | $1,206+4.4% | $1,974-36.2% |
| Participant deferral / active EE | $1,813 | $843+115.1% | $1,897-4.4% | $3,061-40.8% |
| Admin fee / account holder | $6 | $82-92.5% | $2,697-99.8% | $95-93.5% |