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 | $61,168 | $54,762+11.7% | $90,281-32.2% | $72,985-16.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.25% | 30.63%-12.4pp | 78.10%-59.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $5,610 | $2,092+168.1% | $2,854+96.5% | $2,440+129.9% |
| Participant deferral / active EE | $1,400 | $2,887-51.5% | $3,885-64.0% | $3,607-61.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |