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 | $83,716 | $74,089+13.0% | $133,980-37.5% | $55,167+51.7% |
| Participation rate | 87.2% | 84.3%+2.9pp | 87.1%+0.1pp | 69.0%+18.2pp |
| Annual return | 106.92% | 12.11%+94.8pp | 29.30%+77.6pp | 169.23%-62.3pp |
| Employer contribution / active EE | $1,767 | $3,064-42.3% | $5,211-66.1% | $1,963-10.0% |
| Participant deferral / active EE | $3,800 | $4,678-18.8% | $6,282-39.5% | $3,054+24.4% |
| Admin fee / account holder | $271 | $458-40.8% | $9,324-97.1% | $504-46.2% |