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 | $14,272 | $77,634-81.6% | $156,549-90.9% | $62,891-77.3% |
| Participation rate | 75.5% | 71.2%+4.3pp | 84.0%-8.5pp | 69.3%+6.2pp |
| Annual return | 7.05% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $865 | $3,444-74.9% | $5,501-84.3% | $2,281-62.1% |
| Participant deferral / active EE | $1,817 | $3,045-40.3% | $4,871-62.7% | $3,203-43.3% |
| Admin fee / account holder | $17 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |