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 | $39,321 | $46,173-14.8% | $170,442-76.9% | $69,631-43.5% |
| Participation rate | 99.4% | 63.9%+35.5pp | 83.6%+15.8pp | 70.7%+28.7pp |
| Annual return | 18.37% | 21.62%-3.2pp | 205.93%-187.6pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $3,063 | $1,610+90.3% | $5,433-43.6% | $2,032+50.7% |
| Participant deferral / active EE | $2,564 | $2,080+23.2% | $4,939-48.1% | $3,224-20.5% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |