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 | $104,223 | $85,766+21.5% | $136,294-23.5% | $70,131+48.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.89% | 31.45%-12.6pp | 5155.94%-5137.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,196 | $2,966-59.7% | $4,695-74.5% | $2,342-49.0% |
| Participant deferral / active EE | $5,833 | $5,051+15.5% | $6,247-6.6% | $3,332+75.1% |
| Admin fee / account holder | $11 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |