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 | $106,122 | $99,957+6.2% | $149,696-29.1% | $73,488+44.4% |
| Participation rate | 92.6% | 75.7%+16.9pp | 82.5%+10.1pp | 70.7%+21.9pp |
| Annual return | 14.27% | 53.87%-39.6pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $4,320 | $3,191+35.4% | $4,644-7.0% | $2,270+90.3% |
| Participant deferral / active EE | $4,201 | $6,073-30.8% | $6,842-38.6% | $3,740+12.3% |
| Admin fee / account holder | $43 | $551-92.2% | $9,309-99.5% | $513-91.7% |