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 | $46,599 | $99,957-53.4% | $149,696-68.9% | $73,488-36.6% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 37.96% | 53.87%-15.9pp | 276.60%-238.6pp | 28.51%+9.4pp |
| Employer contribution / active EE | $7,491 | $3,191+134.7% | $4,644+61.3% | $2,270+230.0% |
| Participant deferral / active EE | $8,188 | $6,073+34.8% | $6,842+19.7% | $3,740+118.9% |
| Admin fee / account holder | $140 | $551-74.6% | $9,309-98.5% | $513-72.7% |