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 6-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 | $80,633 | $66,124+21.9% | $90,404-10.8% | $73,488+9.7% |
| Participation rate | 97.2% | 69.7%+27.6pp | 72.7%+24.5pp | 70.7%+26.5pp |
| Annual return | 11.84% | 17.65%-5.8pp | 1293.02%-1281.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,424 | $2,346+3.3% | $3,262-25.7% | $2,270+6.8% |
| Participant deferral / active EE | $3,128 | $3,039+2.9% | $3,963-21.1% | $3,740-16.3% |
| Admin fee / account holder | $1 | $396-99.7% | $5,611-100.0% | $513-99.7% |