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 5-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 | $89,608 | $71,802+24.8% | $133,980-33.1% | $57,658+55.4% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.1%+9.7pp | 70.2%+26.5pp |
| Annual return | 11.48% | 13.51%-2.0pp | 29.30%-17.8pp | 5.13%+6.3pp |
| Employer contribution / active EE | $2,882 | $3,161-8.8% | $5,211-44.7% | $1,974+46.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |