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 | $46,368 | $51,244-9.5% | $80,975-42.7% | $55,167-15.9% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.0%+17.2pp |
| Annual return | 8.53% | 17.39%-8.9pp | 17.10%-8.6pp | 169.23%-160.7pp |
| Employer contribution / active EE | $5,380 | $1,770+203.9% | $3,714+44.8% | $1,963+174.1% |
| Participant deferral / active EE | $7,503 | $4,418+69.8% | $5,696+31.7% | $3,054+145.7% |
| Admin fee / account holder | $0 | $398-100.0% | $5,516-100.0% | $504-100.0% |