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 | $47,632 | $56,629-15.9% | $77,999-38.9% | $55,167-13.7% |
| Participation rate | 90.2% | 73.3%+16.9pp | 75.5%+14.7pp | 69.0%+21.2pp |
| Annual return | 8.84% | 2866.98%-2858.1pp | 425.96%-417.1pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,591 | $1,723+50.4% | $2,470+4.9% | $1,963+32.0% |
| Participant deferral / active EE | $4,450 | $2,777+60.2% | $3,497+27.3% | $3,054+45.7% |
| Admin fee / account holder | $15 | $467-96.8% | $5,480-99.7% | $504-97.1% |