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 | $71,146 | $46,722+52.3% | $130,648-45.5% | $65,185+9.1% |
| Participation rate | 98.0% | 60.9%+37.1pp | 71.7%+26.3pp | 70.2%+27.8pp |
| Annual return | 21.19% | 24.17%-3.0pp | 1708.96%-1687.8pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,608 | $1,488+75.3% | $4,092-36.3% | $2,177+19.8% |
| Participant deferral / active EE | $2,963 | $2,545+16.4% | $3,603-17.8% | $3,514-15.7% |
| Admin fee / account holder | $265 | $453-41.4% | $5,464-95.1% | $847-68.7% |