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 | $57,772 | $45,035+28.3% | $62,995-8.3% | $70,131-17.6% |
| Participation rate | 95.9% | 69.5%+26.4pp | 74.8%+21.1pp | 69.5%+26.3pp |
| Annual return | 13.64% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,975 | $2,051+45.1% | $2,759+7.8% | $2,342+27.0% |
| Participant deferral / active EE | $5,775 | $2,465+134.3% | $3,329+73.4% | $3,332+73.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |