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 | $57,027 | $63,299-9.9% | $91,001-37.3% | $62,292-8.5% |
| Participation rate | 85.6% | 73.3%+12.3pp | 75.6%+10.0pp | 69.5%+16.1pp |
| Annual return | 18.95% | 20.99%-2.0pp | 4.60%+14.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,948 | $1,807+63.2% | $2,456+20.1% | $2,042+44.4% |
| Participant deferral / active EE | $6,137 | $2,943+108.6% | $3,547+73.0% | $3,169+93.7% |
| Admin fee / account holder | $3 | $468-99.4% | $5,417-99.9% | $479-99.4% |