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 | $56,575 | $50,385+12.3% | $75,670-25.2% | $62,292-9.2% |
| Participation rate | 96.5% | 67.7%+28.7pp | 72.3%+24.1pp | 69.5%+26.9pp |
| Annual return | 15.22% | 19.90%-4.7pp | 27.34%-12.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,546 | $1,537+65.6% | $2,352+8.3% | $2,042+24.7% |
| Participant deferral / active EE | $4,979 | $2,445+103.6% | $3,142+58.5% | $3,169+57.1% |
| Admin fee / account holder | $39 | $384-89.8% | $5,800-99.3% | $479-91.8% |