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 | $30,947 | $76,000-59.3% | $154,107-79.9% | $64,186-51.8% |
| Participation rate | 83.7% | 70.4%+13.3pp | 83.0%+0.7pp | 69.6%+14.2pp |
| Annual return | -6.67% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,228 | $3,351-63.3% | $5,298-76.8% | $2,381-48.4% |
| Participant deferral / active EE | $2,691 | $3,175-15.2% | $5,081-47.0% | $3,470-22.4% |
| Admin fee / account holder | $23 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |