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 | $77,867 | $85,766-9.2% | $136,294-42.9% | $70,131+11.0% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 20.79% | 31.45%-10.7pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $4,595 | $2,966+54.9% | $4,695-2.1% | $2,342+96.2% |
| Participant deferral / active EE | $8,437 | $5,051+67.0% | $6,247+35.1% | $3,332+153.2% |
| Admin fee / account holder | $37 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |