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 | $18,048 | $46,732-61.4% | $156,549-88.5% | $55,167-67.3% |
| Participation rate | 99.0% | 65.8%+33.2pp | 84.0%+15.0pp | 69.0%+30.0pp |
| Annual return | 6.67% | 17.72%-11.0pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,721 | $2,105+29.2% | $5,501-50.5% | $1,963+38.6% |
| Participant deferral / active EE | $871 | $2,204-60.5% | $4,871-82.1% | $3,054-71.5% |
| Admin fee / account holder | $120 | $418-71.2% | $13,027-99.1% | $504-76.1% |