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 | $16,260 | $58,879-72.4% | $178,490-90.9% | $73,488-77.9% |
| Participation rate | 79.0% | 66.2%+12.7pp | 81.9%-3.0pp | 70.7%+8.3pp |
| Annual return | 17.53% | 24.86%-7.3pp | 151.07%-133.5pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,843 | $2,236-17.6% | $5,011-63.2% | $2,270-18.8% |
| Participant deferral / active EE | $1,545 | $2,567-39.8% | $5,202-70.3% | $3,740-58.7% |
| Admin fee / account holder | $11 | $400-97.1% | $13,984-99.9% | $513-97.8% |