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 | $67,852 | $98,750-31.3% | $149,696-54.7% | $79,858-15.0% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.1pp |
| Annual return | 14.59% | 27.43%-12.8pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,090 | $3,216-3.9% | $4,644-33.5% | $2,471+25.1% |
| Participant deferral / active EE | $12,150 | $5,680+113.9% | $6,842+77.6% | $3,740+224.9% |
| Admin fee / account holder | $25 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |