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 | $35,984 | $50,637-28.9% | $86,590-58.4% | $62,292-42.2% |
| Participation rate | 99.0% | 67.9%+31.1pp | 73.5%+25.5pp | 69.5%+29.5pp |
| Annual return | 13.64% | 20.80%-7.2pp | 964.84%-951.2pp | 28.90%-15.3pp |
| Employer contribution / active EE | $4,238 | $2,075+104.2% | $2,839+49.3% | $2,042+107.5% |
| Participant deferral / active EE | $1,353 | $2,611-48.2% | $3,609-62.5% | $3,169-57.3% |
| Admin fee / account holder | $79 | $413-81.0% | $4,906-98.4% | $479-83.6% |