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 | $60,252 | $50,175+20.1% | $99,443-39.4% | $65,185-7.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 18.55% | 25.36%-6.8pp | 30.72%-12.2pp | 29.38%-10.8pp |
| Employer contribution / active EE | $2,686 | $1,496+79.6% | $2,540+5.8% | $2,177+23.4% |
| Participant deferral / active EE | $3,162 | $2,748+15.1% | $3,619-12.6% | $3,514-10.0% |
| Admin fee / account holder | $0 | $398-100.0% | $6,250-100.0% | $847-100.0% |