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 | $85,677 | $55,453+54.5% | $170,442-49.7% | $62,292+37.5% |
| Participation rate | 87.5% | 66.4%+21.1pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 19.33% | 21.38%-2.0pp | 205.93%-186.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,815 | $2,164+30.1% | $5,433-48.2% | $2,042+37.8% |
| Participant deferral / active EE | $5,720 | $2,303+148.4% | $4,939+15.8% | $3,169+80.5% |
| Admin fee / account holder | $17 | $455-96.2% | $13,880-99.9% | $479-96.4% |