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 | $80,982 | $53,822+50.5% | $75,696+7.0% | $85,850-5.7% |
| Participation rate | 95.5% | 69.1%+26.4pp | 74.8%+20.6pp | 69.3%+26.1pp |
| Annual return | 21.18% | 24.54%-3.4pp | 104.53%-83.3pp | 318.53%-297.4pp |
| Employer contribution / active EE | $2,098 | $2,017+4.0% | $2,743-23.5% | $2,565-18.2% |
| Participant deferral / active EE | $4,179 | $2,895+44.3% | $3,821+9.3% | $3,952+5.7% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |