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 | $58,354 | $63,114-7.5% | $92,893-37.2% | $65,185-10.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 21.02% | 28.75%-7.7pp | 109.41%-88.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $15,270 | $2,571+494.0% | $3,653+318.0% | $2,177+601.6% |
| Participant deferral / active EE | $1,785 | $3,108-42.6% | $4,236-57.9% | $3,514-49.2% |
| Admin fee / account holder | $243 | $624-61.0% | $5,794-95.8% | $847-71.3% |