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 | $135,152 | $99,957+35.2% | $149,696-9.7% | $73,488+83.9% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 22.13% | 53.87%-31.7pp | 276.60%-254.5pp | 28.51%-6.4pp |
| Employer contribution / active EE | $2,689 | $3,191-15.7% | $4,644-42.1% | $2,270+18.4% |
| Participant deferral / active EE | $9,567 | $6,073+57.5% | $6,842+39.8% | $3,740+155.8% |
| Admin fee / account holder | $56 | $551-89.8% | $9,309-99.4% | $513-89.0% |