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 8-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 | $43,817 | $95,542-54.1% | $69,455-36.9% | $67,579-35.2% |
| Participation rate | 81.1% | 79.4%+1.8pp | 74.6%+6.5pp | 71.3%+9.8pp |
| Annual return | 21.04% | 17.67%+3.4pp | 28.97%-7.9pp | 378.56%-357.5pp |
| Employer contribution / active EE | $4,023 | $2,989+34.6% | $2,779+44.8% | $2,148+87.3% |
| Participant deferral / active EE | $4,645 | $3,263+42.4% | $3,535+31.4% | $3,539+31.2% |
| Admin fee / account holder | $8 | $90-90.8% | $3,839-99.8% | $142-94.2% |