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 | $50,406 | $80,753-37.6% | $136,294-63.0% | $62,292-19.1% |
| Participation rate | 80.1% | 73.5%+6.6pp | 81.9%-1.8pp | 69.5%+10.6pp |
| Annual return | 26.76% | 35.83%-9.1pp | 5155.94%-5129.2pp | 28.90%-2.1pp |
| Employer contribution / active EE | $4,747 | $2,884+64.6% | $4,695+1.1% | $2,042+132.5% |
| Participant deferral / active EE | $8,453 | $5,164+63.7% | $6,247+35.3% | $3,169+166.7% |
| Admin fee / account holder | $25 | $525-95.3% | $9,243-99.7% | $479-94.8% |