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 | $35,046 | $53,127-34.0% | $86,590-59.5% | $70,131-50.0% |
| Participation rate | 98.2% | 65.3%+32.9pp | 73.5%+24.6pp | 69.5%+28.6pp |
| Annual return | 14.84% | 27.66%-12.8pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,534 | $2,068+22.5% | $2,839-10.8% | $2,342+8.2% |
| Participant deferral / active EE | $4,736 | $2,696+75.7% | $3,609+31.2% | $3,332+42.1% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |