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 | $68,116 | $54,762+24.4% | $90,281-24.6% | $72,985-6.7% |
| Participation rate | 93.6% | 65.1%+28.5pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 21.10% | 30.63%-9.5pp | 78.10%-57.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $4,824 | $2,092+130.5% | $2,854+69.0% | $2,440+97.7% |
| Participant deferral / active EE | $3,380 | $2,887+17.1% | $3,885-13.0% | $3,607-6.3% |
| Admin fee / account holder | $4 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |