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 9-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 | $33,965 | $73,404-53.7% | $87,100-61.0% | $67,579-49.7% |
| Participation rate | 94.3% | 80.9%+13.4pp | 76.9%+17.4pp | 71.3%+23.0pp |
| Annual return | 23.99% | 48.29%-24.3pp | 28.19%-4.2pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,431 | $2,014+20.7% | $2,521-3.6% | $2,148+13.2% |
| Participant deferral / active EE | $7,680 | $3,913+96.3% | $4,049+89.7% | $3,539+117.0% |
| Admin fee / account holder | $119 | $142-15.9% | $7,497-98.4% | $142-16.3% |