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 | $60,723 | $155,795-61.0% | $136,294-55.4% | $69,631-12.8% |
| Participation rate | 77.7% | 75.2%+2.4pp | 81.9%-4.3pp | 70.7%+7.0pp |
| Annual return | 24.99% | 232464.33%-232439.3pp | 5155.94%-5130.9pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $2,493 | $2,991-16.6% | $4,695-46.9% | $2,032+22.7% |
| Participant deferral / active EE | $7,787 | $5,394+44.4% | $6,247+24.7% | $3,224+141.6% |
| Admin fee / account holder | $29 | $128-77.8% | $9,243-99.7% | $110-74.2% |