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 9-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 | $33,566 | $44,873-25.2% | $79,464-57.8% | $56,287-40.4% |
| Participation rate | 82.9% | 68.7%+14.2pp | 73.3%+9.6pp | 69.9%+13.1pp |
| Annual return | 164.79% | 0.81%+164.0pp | 718.14%-553.3pp | -9.96%+174.8pp |
| Employer contribution / active EE | $3,369 | $2,140+57.4% | $2,800+20.3% | $2,111+59.6% |
| Participant deferral / active EE | $3,211 | $2,746+16.9% | $3,704-13.3% | $3,350-4.1% |
| Admin fee / account holder | $5 | $418-98.7% | $5,113-99.9% | $521-99.0% |