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 | $64,196 | $99,957-35.8% | $149,696-57.1% | $73,488-12.6% |
| Participation rate | 93.9% | 75.7%+18.2pp | 82.5%+11.4pp | 70.7%+23.2pp |
| Annual return | 18.86% | 53.87%-35.0pp | 276.60%-257.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $2,873 | $3,191-10.0% | $4,644-38.1% | $2,270+26.6% |
| Participant deferral / active EE | $4,351 | $6,073-28.3% | $6,842-36.4% | $3,740+16.4% |
| Admin fee / account holder | $17 | $551-96.9% | $9,309-99.8% | $513-96.7% |