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 | $100,542 | $104,317-3.6% | $159,436-36.9% | $86,799+15.8% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.8%+15.1pp | 72.3%+25.6pp |
| Annual return | 30.11% | 26.32%+3.8pp | 263.57%-233.5pp | 97.91%-67.8pp |
| Employer contribution / active EE | $3,858 | $3,451+11.8% | $4,829-20.1% | $2,405+60.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $18 | $172-89.4% | $10,799-99.8% | $170-89.2% |