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 | $91,086 | $104,475-12.8% | $159,436-42.9% | $79,386+14.7% |
| Participation rate | 99.5% | 76.6%+22.9pp | 82.8%+16.7pp | 70.7%+28.8pp |
| Annual return | 15.00% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $8,887 | $3,417+160.1% | $4,829+84.0% | $2,427+266.1% |
| Participant deferral / active EE | $6,307 | $6,467-2.5% | $7,352-14.2% | $4,046+55.9% |
| Admin fee / account holder | $3 | $711-99.5% | $10,799-100.0% | $626-99.5% |