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 | $36,869 | $76,000-51.5% | $154,107-76.1% | $64,186-42.6% |
| Participation rate | 96.1% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.5pp |
| Annual return | 10.88% | 30.32%-19.4pp | 735.12%-724.2pp | 7.63%+3.2pp |
| Employer contribution / active EE | $3,677 | $3,351+9.7% | $5,298-30.6% | $2,381+54.5% |
| Participant deferral / active EE | $3,825 | $3,175+20.5% | $5,081-24.7% | $3,470+10.2% |
| Admin fee / account holder | $32 | $5,596-99.4% | $13,411-99.8% | $4,888-99.3% |