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 | $71,969 | $68,408+5.2% | $57,179+25.9% | $57,658+24.8% |
| Participation rate | 96.8% | 79.1%+17.6pp | 75.3%+21.4pp | 70.2%+26.5pp |
| Annual return | 42.76% | 8.51%+34.2pp | 14.59%+28.2pp | 5.13%+37.6pp |
| Employer contribution / active EE | $1,611 | $2,869-43.8% | $2,682-39.9% | $1,974-18.4% |
| Participant deferral / active EE | $1,723 | $2,903-40.7% | $3,096-44.4% | $3,061-43.7% |
| Admin fee / account holder | $15 | $70-77.9% | $3,139-99.5% | $95-83.7% |