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 | $50,717 | $46,173+9.8% | $170,442-70.2% | $69,631-27.2% |
| Participation rate | 84.7% | 63.9%+20.8pp | 83.6%+1.1pp | 70.7%+14.0pp |
| Annual return | 18.21% | 21.62%-3.4pp | 205.93%-187.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $944 | $1,610-41.3% | $5,433-82.6% | $2,032-53.5% |
| Participant deferral / active EE | $3,119 | $2,080+49.9% | $4,939-36.9% | $3,224-3.3% |
| Admin fee / account holder | $106 | $116-8.6% | $13,880-99.2% | $110-4.0% |