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 | $74,559 | $43,723+70.5% | $121,196-38.5% | $64,186+16.2% |
| Participation rate | 95.1% | 58.3%+36.8pp | 71.7%+23.4pp | 69.6%+25.6pp |
| Annual return | -3.23% | 68.91%-72.1pp | 16.93%-20.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $5,090 | $1,296+292.6% | $4,022+26.6% | $2,381+113.8% |
| Participant deferral / active EE | $2,890 | $2,280+26.8% | $3,344-13.6% | $3,470-16.7% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |