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 5-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 | $78,219 | $45,073+73.5% | $69,455+12.6% | $72,985+7.2% |
| Participation rate | 88.4% | 68.5%+19.9pp | 74.6%+13.8pp | 69.5%+18.9pp |
| Annual return | 15.51% | 22.65%-7.1pp | 28.97%-13.5pp | 81.00%-65.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,304 | $2,602+103.9% | $3,535+50.0% | $3,607+47.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |