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 | $64,027 | $85,766-25.3% | $136,294-53.0% | $70,131-8.7% |
| Participation rate | 92.4% | 74.2%+18.2pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 17.14% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,343 | $2,966-54.7% | $4,695-71.4% | $2,342-42.7% |
| Participant deferral / active EE | $5,335 | $5,051+5.6% | $6,247-14.6% | $3,332+60.1% |
| Admin fee / account holder | $41 | $5,420-99.2% | $9,243-99.6% | $4,645-99.1% |