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 | $80,864 | $89,739-9.9% | $149,718-46.0% | $62,292+29.8% |
| Participation rate | 87.2% | 85.1%+2.1pp | 87.1%+0.1pp | 69.5%+17.6pp |
| Annual return | 30.19% | 21.01%+9.2pp | 1501.63%-1471.4pp | 28.90%+1.3pp |
| Employer contribution / active EE | $3,993 | $3,233+23.5% | $5,445-26.7% | $2,042+95.5% |
| Participant deferral / active EE | $5,876 | $4,797+22.5% | $6,569-10.5% | $3,169+85.4% |
| Admin fee / account holder | $21 | $551-96.1% | $11,283-99.8% | $479-95.6% |