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 6-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 | $51,152 | $60,795-15.9% | $69,455-26.4% | $65,185-21.5% |
| Participation rate | 86.8% | 74.9%+11.9pp | 74.6%+12.1pp | 70.2%+16.6pp |
| Annual return | 46.81% | 17.46%+29.4pp | 28.97%+17.8pp | 29.38%+17.4pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,806 | $3,162-11.2% | $3,535-20.6% | $3,514-20.1% |
| Admin fee / account holder | $0 | $314-99.9% | $3,839-100.0% | $847-100.0% |