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 | $60,422 | $57,976+4.2% | $62,995-4.1% | $62,292-3.0% |
| Participation rate | 97.0% | 75.9%+21.1pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 14.39% | 17.54%-3.1pp | 87.57%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,861 | $2,415+18.5% | $2,759+3.7% | $2,042+40.1% |
| Participant deferral / active EE | $4,464 | $2,956+51.0% | $3,329+34.1% | $3,169+40.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |