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 9-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 | $77,850 | $69,763+11.6% | $67,502+15.3% | $74,495+4.5% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 15.35% | -40.34%+55.7pp | 3512.12%-3496.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,194 | $2,704-18.9% | $2,731-19.7% | $2,623-16.4% |
| Participant deferral / active EE | $2,774 | $3,636-23.7% | $4,000-30.6% | $4,346-36.2% |
| Admin fee / account holder | $146 | $896-83.7% | $3,998-96.4% | $1,942-92.5% |