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 | $84,100 | $78,419+7.2% | $133,956-37.2% | $73,409+14.6% |
| Participation rate | 97.7% | 78.6%+19.1pp | 79.8%+17.9pp | 72.2%+25.6pp |
| Annual return | 23.43% | 33.35%-9.9pp | 45.09%-21.7pp | 59.29%-35.9pp |
| Employer contribution / active EE | $3,417 | $2,044+67.2% | $3,919-12.8% | $2,234+53.0% |
| Participant deferral / active EE | $4,626 | $3,925+17.9% | $5,048-8.4% | $3,805+21.6% |
| Admin fee / account holder | $10 | $161-94.1% | $8,927-99.9% | $158-93.9% |