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 | $45,098 | $45,283-0.4% | $155,790-71.1% | $52,331-13.8% |
| Participation rate | 99.2% | 62.2%+37.0pp | 76.1%+23.1pp | 68.1%+31.1pp |
| Annual return | 4.90% | 1.80%+3.1pp | 71.54%-66.6pp | 4.54%+0.4pp |
| Employer contribution / active EE | $2,663 | $1,329+100.4% | $3,836-30.6% | $1,882+41.5% |
| Participant deferral / active EE | $5,312 | $2,854+86.1% | $4,797+10.7% | $3,022+75.8% |
| Admin fee / account holder | $252 | $981-74.3% | $7,478-96.6% | $592-57.4% |