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 | $106,985 | $81,537+31.2% | $149,718-28.5% | $69,631+53.6% |
| Participation rate | 85.5% | 86.1%-0.7pp | 87.1%-1.6pp | 70.7%+14.8pp |
| Annual return | 20.68% | 22.79%-2.1pp | 1501.63%-1481.0pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $3,425 | $3,239+5.7% | $5,445-37.1% | $2,032+68.5% |
| Participant deferral / active EE | $4,801 | $4,994-3.9% | $6,569-26.9% | $3,224+48.9% |
| Admin fee / account holder | $1 | $107-98.6% | $11,283-100.0% | $110-98.7% |