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 | $51,928 | $66,601-22.0% | $92,893-44.1% | $67,579-23.2% |
| Participation rate | 93.8% | 72.5%+21.3pp | 76.0%+17.8pp | 71.3%+22.6pp |
| Annual return | 17.10% | 92.58%-75.5pp | 109.41%-92.3pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,902 | $2,775-31.5% | $3,653-47.9% | $2,148-11.4% |
| Participant deferral / active EE | $2,757 | $3,157-12.7% | $4,236-34.9% | $3,539-22.1% |
| Admin fee / account holder | $34 | $199-82.9% | $5,794-99.4% | $142-76.2% |