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 9-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 | $67,864 | $85,766-20.9% | $136,294-50.2% | $70,131-3.2% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 17.82% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $3,783 | $2,966+27.5% | $4,695-19.4% | $2,342+61.5% |
| Participant deferral / active EE | $7,661 | $5,051+51.7% | $6,247+22.6% | $3,332+129.9% |
| Admin fee / account holder | $80 | $5,420-98.5% | $9,243-99.1% | $4,645-98.3% |