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 | $31,062 | $37,044-16.1% | $71,796-56.7% | $57,658-46.1% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.1%+19.8pp | 70.2%+18.6pp |
| Annual return | 11.18% | 12.64%-1.5pp | 78.04%-66.9pp | 5.13%+6.1pp |
| Employer contribution / active EE | $2,325 | $720+222.8% | $1,924+20.8% | $1,974+17.8% |
| Participant deferral / active EE | $1,089 | $1,974-44.8% | $2,794-61.0% | $3,061-64.4% |
| Admin fee / account holder | $148 | $101+46.3% | $4,815-96.9% | $95+56.2% |