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 | $110,876 | $66,124+67.7% | $90,404+22.6% | $73,488+50.9% |
| Participation rate | 86.7% | 69.7%+17.0pp | 72.7%+14.0pp | 70.7%+16.0pp |
| Annual return | 22.43% | 17.65%+4.8pp | 1293.02%-1270.6pp | 28.51%-6.1pp |
| Employer contribution / active EE | $2,985 | $2,346+27.2% | $3,262-8.5% | $2,270+31.5% |
| Participant deferral / active EE | $4,330 | $3,039+42.5% | $3,963+9.3% | $3,740+15.8% |
| Admin fee / account holder | $29 | $396-92.6% | $5,611-99.5% | $513-94.3% |