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 | $122,515 | $73,823+66.0% | $379,746-67.7% | $73,488+66.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 14.25% | 29.06%-14.8pp | 34.90%-20.7pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,971 | $2,472+20.2% | $3,540-16.1% | $2,270+30.9% |
| Participant deferral / active EE | $3,911 | $4,038-3.1% | $6,024-35.1% | $3,740+4.6% |
| Admin fee / account holder | $27 | $607-95.5% | $7,927-99.7% | $513-94.7% |