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 | $58,363 | $39,122+49.2% | $57,179+2.1% | $62,891-7.2% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.1pp | 69.3%+28.2pp |
| Annual return | 57.76% | 9.23%+48.5pp | 14.59%+43.2pp | 20.14%+37.6pp |
| Employer contribution / active EE | $2,234 | $1,874+19.2% | $2,682-16.7% | $2,281-2.0% |
| Participant deferral / active EE | $3,379 | $2,374+42.3% | $3,096+9.1% | $3,203+5.5% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |