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 | $42,336 | $89,739-52.8% | $149,718-71.7% | $62,292-32.0% |
| Participation rate | 82.3% | 85.1%-2.8pp | 87.1%-4.8pp | 69.5%+12.7pp |
| Annual return | 19.23% | 21.01%-1.8pp | 1501.63%-1482.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,238 | $3,233-30.8% | $5,445-58.9% | $2,042+9.6% |
| Participant deferral / active EE | $3,792 | $4,797-20.9% | $6,569-42.3% | $3,169+19.7% |
| Admin fee / account holder | $28 | $551-94.9% | $11,283-99.8% | $479-94.2% |