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 | $48,448 | $56,629-14.4% | $77,999-37.9% | $55,167-12.2% |
| Participation rate | 89.1% | 73.3%+15.8pp | 75.5%+13.6pp | 69.0%+20.1pp |
| Annual return | 8.11% | 2866.98%-2858.9pp | 425.96%-417.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,848 | $1,723+65.3% | $2,470+15.3% | $1,963+45.1% |
| Participant deferral / active EE | $5,716 | $2,777+105.8% | $3,497+63.5% | $3,054+87.1% |
| Admin fee / account holder | $1 | $467-99.8% | $5,480-100.0% | $504-99.8% |