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 | $31,131 | $47,977-35.1% | $154,107-79.8% | $56,287-44.7% |
| Participation rate | 79.6% | 66.2%+13.4pp | 83.0%-3.4pp | 69.9%+9.8pp |
| Annual return | -3.83% | 3.54%-7.4pp | 735.12%-738.9pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,625 | $2,169-25.1% | $5,298-69.3% | $2,111-23.0% |
| Participant deferral / active EE | $2,233 | $2,392-6.6% | $5,081-56.0% | $3,350-33.3% |
| Admin fee / account holder | $22 | $438-94.9% | $13,411-99.8% | $521-95.7% |