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 | $67,380 | $95,542-29.5% | $69,455-3.0% | $67,579-0.3% |
| Participation rate | 98.5% | 79.4%+19.1pp | 74.6%+23.9pp | 71.3%+27.2pp |
| Annual return | 8.23% | 17.67%-9.4pp | 28.97%-20.7pp | 378.56%-370.3pp |
| Employer contribution / active EE | $4,374 | $2,989+46.4% | $2,779+57.4% | $2,148+103.7% |
| Participant deferral / active EE | $4,151 | $3,263+27.2% | $3,535+17.4% | $3,539+17.3% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |