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 | $51,942 | $89,355-41.9% | $141,162-63.2% | $72,985-28.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.47% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,760 | $3,114-11.4% | $4,735-41.7% | $2,440+13.1% |
| Participant deferral / active EE | $9,897 | $5,418+82.7% | $6,709+47.5% | $3,607+174.4% |
| Admin fee / account holder | $9 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |