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 | $62,020 | $71,802-13.6% | $133,980-53.7% | $57,658+7.6% |
| Participation rate | 95.0% | 85.5%+9.6pp | 87.1%+8.0pp | 70.2%+24.8pp |
| Annual return | 192.48% | 13.51%+179.0pp | 29.30%+163.2pp | 5.13%+187.3pp |
| Employer contribution / active EE | $3,285 | $3,161+3.9% | $5,211-37.0% | $1,974+66.4% |
| Participant deferral / active EE | $3,069 | $4,606-33.4% | $6,282-51.2% | $3,061+0.3% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |