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 | $81,225 | $48,277+68.2% | $67,511+20.3% | $80,874+0.4% |
| Participation rate | 94.3% | 66.4%+27.9pp | 72.9%+21.4pp | 67.6%+26.6pp |
| Annual return | 13.01% | 18.27%-5.3pp | 3517.41%-3504.4pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,923 | $2,021+44.6% | $2,733+7.0% | $2,756+6.1% |
| Participant deferral / active EE | $3,392 | $2,926+15.9% | $4,000-15.2% | $4,297-21.1% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |