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 | $53,364 | $52,953+0.8% | $172,739-69.1% | $65,185-18.1% |
| Participation rate | 98.6% | 66.2%+32.4pp | 82.6%+15.9pp | 70.2%+28.4pp |
| Annual return | 20.59% | 30.12%-9.5pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,989 | $2,190+36.5% | $5,143-41.9% | $2,177+37.3% |
| Participant deferral / active EE | $4,420 | $2,471+78.9% | $5,198-15.0% | $3,514+25.8% |
| Admin fee / account holder | $186 | $472-60.7% | $13,954-98.7% | $847-78.1% |