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 | $130,536 | $58,879+121.7% | $178,490-26.9% | $73,488+77.6% |
| Participation rate | 93.1% | 66.2%+26.9pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 18.24% | 24.86%-6.6pp | 151.07%-132.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,258 | $2,567+221.6% | $5,202+58.8% | $3,740+120.8% |
| Admin fee / account holder | $49 | $400-87.6% | $13,984-99.6% | $513-90.4% |