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 | $79,530 | $58,694+35.5% | $142,863-44.3% | $85,850-7.4% |
| Participation rate | 92.5% | 58.5%+34.1pp | 71.9%+20.6pp | 69.3%+23.2pp |
| Annual return | 15.33% | 27.72%-12.4pp | 5637.54%-5622.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,243 | $1,423-12.6% | $4,144-70.0% | $2,565-51.5% |
| Participant deferral / active EE | $1,718 | $2,607-34.1% | $3,837-55.2% | $3,952-56.5% |
| Admin fee / account holder | $69 | $4,239-98.4% | $6,560-99.0% | $6,260-98.9% |