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 | $25,372 | $80,753-68.6% | $136,294-81.4% | $62,292-59.3% |
| Participation rate | 93.6% | 73.5%+20.0pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 19.57% | 35.83%-16.3pp | 5155.94%-5136.4pp | 28.90%-9.3pp |
| Employer contribution / active EE | $2,130 | $2,884-26.2% | $4,695-54.6% | $2,042+4.3% |
| Participant deferral / active EE | $2,793 | $5,164-45.9% | $6,247-55.3% | $3,169-11.9% |
| Admin fee / account holder | -$6 | $525-101.2% | $9,243-100.1% | $479-101.4% |