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 | $32,291 | $85,766-62.3% | $136,294-76.3% | $70,131-54.0% |
| Participation rate | 95.6% | 74.2%+21.4pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 20.09% | 31.45%-11.4pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $3,342 | $2,966+12.7% | $4,695-28.8% | $2,342+42.7% |
| Participant deferral / active EE | $6,453 | $5,051+27.7% | $6,247+3.3% | $3,332+93.7% |
| Admin fee / account holder | $37 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |