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 9-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 | $47,559 | $70,908-32.9% | $98,907-51.9% | $73,488-35.3% |
| Participation rate | 95.7% | 73.8%+22.0pp | 76.0%+19.7pp | 70.7%+25.0pp |
| Annual return | 15.17% | 34.17%-19.0pp | 196.43%-181.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $4,414 | $2,036+116.7% | $2,689+64.1% | $2,270+94.4% |
| Participant deferral / active EE | $3,174 | $3,500-9.3% | $4,244-25.2% | $3,740-15.1% |
| Admin fee / account holder | $10 | $535-98.2% | $6,642-99.9% | $513-98.1% |