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 | $55,357 | $54,762+1.1% | $90,281-38.7% | $72,985-24.2% |
| Participation rate | 83.1% | 65.1%+18.0pp | 73.3%+9.8pp | 69.5%+13.6pp |
| Annual return | 482.88% | 30.63%+452.2pp | 78.10%+404.8pp | 81.00%+401.9pp |
| Employer contribution / active EE | $923 | $2,092-55.9% | $2,854-67.7% | $2,440-62.2% |
| Participant deferral / active EE | $3,369 | $2,887+16.7% | $3,885-13.3% | $3,607-6.6% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |