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 | $117,857 | $89,652+31.5% | $141,162-16.5% | $65,185+80.8% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.5%+11.8pp | 70.2%+24.1pp |
| Annual return | 23.42% | 32.79%-9.4pp | 71.39%-48.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $3,643 | $3,065+18.9% | $4,735-23.1% | $2,177+67.4% |
| Participant deferral / active EE | $9,575 | $5,691+68.2% | $6,709+42.7% | $3,514+172.5% |
| Admin fee / account holder | $2 | $569-99.7% | $10,261-100.0% | $847-99.8% |