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 | $123,611 | $89,652+37.9% | $141,162-12.4% | $65,185+89.6% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.5%+16.2pp | 70.2%+28.5pp |
| Annual return | 22.05% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,967 | $3,065-3.2% | $4,735-37.3% | $2,177+36.3% |
| Participant deferral / active EE | $6,005 | $5,691+5.5% | $6,709-10.5% | $3,514+70.9% |
| Admin fee / account holder | $18 | $569-96.8% | $10,261-99.8% | $847-97.9% |