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 | $55,815 | $36,767+51.8% | $81,478-31.5% | $62,292-10.4% |
| Participation rate | 94.9% | 54.4%+40.4pp | 68.0%+26.9pp | 69.5%+25.3pp |
| Annual return | 17.89% | 173.80%-155.9pp | 38.78%-20.9pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,425 | $1,128+26.3% | $2,568-44.5% | $2,042-30.2% |
| Participant deferral / active EE | $3,102 | $2,111+47.0% | $3,537-12.3% | $3,169-2.1% |
| Admin fee / account holder | $53 | $797-93.4% | $4,561-98.8% | $479-89.0% |