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 | $46,770 | $80,753-42.1% | $136,294-65.7% | $62,292-24.9% |
| Participation rate | 99.2% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 27.56% | 35.83%-8.3pp | 5155.94%-5128.4pp | 28.90%-1.3pp |
| Employer contribution / active EE | $1,764 | $2,884-38.8% | $4,695-62.4% | $2,042-13.6% |
| Participant deferral / active EE | $5,231 | $5,164+1.3% | $6,247-16.3% | $3,169+65.1% |
| Admin fee / account holder | $17 | $525-96.8% | $9,243-99.8% | $479-96.5% |