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 | $65,127 | $80,753-19.4% | $136,294-52.2% | $62,292+4.6% |
| Participation rate | 79.8% | 73.5%+6.2pp | 81.9%-2.2pp | 69.5%+10.3pp |
| Annual return | 24.38% | 35.83%-11.5pp | 5155.94%-5131.6pp | 28.90%-4.5pp |
| Employer contribution / active EE | $2,824 | $2,884-2.1% | $4,695-39.9% | $2,042+38.3% |
| Participant deferral / active EE | $8,233 | $5,164+59.4% | $6,247+31.8% | $3,169+159.8% |
| Admin fee / account holder | $1 | $525-99.9% | $9,243-100.0% | $479-99.8% |