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 | $36,097 | $36,767-1.8% | $81,478-55.7% | $62,292-42.1% |
| Participation rate | 76.5% | 54.4%+22.0pp | 68.0%+8.5pp | 69.5%+7.0pp |
| Annual return | 17.16% | 173.80%-156.6pp | 38.78%-21.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,872 | $1,128+65.9% | $2,568-27.1% | $2,042-8.4% |
| Participant deferral / active EE | $3,517 | $2,111+66.6% | $3,537-0.6% | $3,169+11.0% |
| Admin fee / account holder | $16 | $797-97.9% | $4,561-99.6% | $479-96.6% |