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 | $69,150 | $41,377+67.1% | $109,313-36.7% | $62,891+10.0% |
| Participation rate | 90.7% | 57.5%+33.2pp | 71.3%+19.4pp | 69.3%+21.4pp |
| Annual return | 38.41% | 11.05%+27.4pp | 22.07%+16.3pp | 20.14%+18.3pp |
| Employer contribution / active EE | $4,219 | $1,276+230.6% | $3,892+8.4% | $2,281+85.0% |
| Participant deferral / active EE | $1,942 | $2,045-5.0% | $3,166-38.7% | $3,203-39.4% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |