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 | $74,833 | $88,122-15.1% | $141,162-47.0% | $67,579+10.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 21.77% | 75.40%-53.6pp | 71.39%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $5,959 | $3,224+84.8% | $4,735+25.9% | $2,148+177.5% |
| Participant deferral / active EE | $4,464 | $5,958-25.1% | $6,709-33.5% | $3,539+26.1% |
| Admin fee / account holder | $3 | $131-97.6% | $10,261-100.0% | $142-97.8% |