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 | $25,492 | $52,884-51.8% | $84,750-69.9% | $55,167-53.8% |
| Participation rate | 79.7% | 67.5%+12.2pp | 76.6%+3.1pp | 69.0%+10.7pp |
| Annual return | 9.66% | 18.03%-8.4pp | 22.78%-13.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $3,119 | $2,233+39.7% | $3,574-12.7% | $1,963+58.9% |
| Participant deferral / active EE | $3,280 | $2,644+24.1% | $3,712-11.6% | $3,054+7.4% |
| Admin fee / account holder | $29 | $581-95.0% | $5,332-99.5% | $504-94.2% |