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 | $44,068 | $42,546+3.6% | $71,796-38.6% | $55,167-20.1% |
| Participation rate | 94.3% | 59.1%+35.2pp | 69.1%+25.2pp | 69.0%+25.3pp |
| Annual return | 7.45% | 12.36%-4.9pp | 78.04%-70.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,312 | $803+63.3% | $1,924-31.8% | $1,963-33.2% |
| Participant deferral / active EE | $4,126 | $2,064+99.9% | $2,794+47.6% | $3,054+35.1% |
| Admin fee / account holder | $21 | $650-96.7% | $4,815-99.6% | $504-95.8% |