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 | $100,009 | $66,124+51.2% | $90,404+10.6% | $73,488+36.1% |
| Participation rate | 99.4% | 69.7%+29.7pp | 72.7%+26.7pp | 70.7%+28.7pp |
| Annual return | 14.13% | 17.65%-3.5pp | 1293.02%-1278.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,452 | $2,346+4.5% | $3,262-24.8% | $2,270+8.0% |
| Participant deferral / active EE | $4,343 | $3,039+42.9% | $3,963+9.6% | $3,740+16.2% |
| Admin fee / account holder | $67 | $396-83.0% | $5,611-98.8% | $513-86.9% |