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 | $40,629 | $38,969+4.3% | $109,313-62.8% | $55,167-26.4% |
| Participation rate | 99.5% | 58.2%+41.3pp | 71.3%+28.2pp | 69.0%+30.5pp |
| Annual return | 9.76% | 8.26%+1.5pp | 22.07%-12.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $3,823 | $1,227+211.7% | $3,892-1.8% | $1,963+94.8% |
| Participant deferral / active EE | $3,149 | $2,176+44.8% | $3,166-0.5% | $3,054+3.1% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |