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 | $82,708 | $54,762+51.0% | $90,281-8.4% | $72,985+13.3% |
| Participation rate | 99.0% | 65.1%+33.8pp | 73.3%+25.7pp | 69.5%+29.5pp |
| Annual return | 19.15% | 30.63%-11.5pp | 78.10%-58.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,203 | $2,092+100.9% | $2,854+47.2% | $2,440+72.3% |
| Participant deferral / active EE | $2,171 | $2,887-24.8% | $3,885-44.1% | $3,607-39.8% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |