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 | $63,161 | $55,453+13.9% | $170,442-62.9% | $62,292+1.4% |
| Participation rate | 91.5% | 66.4%+25.1pp | 83.6%+7.9pp | 69.5%+22.0pp |
| Annual return | 16.22% | 21.38%-5.2pp | 205.93%-189.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $3,906 | $2,164+80.5% | $5,433-28.1% | $2,042+91.3% |
| Participant deferral / active EE | $3,739 | $2,303+62.4% | $4,939-24.3% | $3,169+18.0% |
| Admin fee / account holder | $100 | $455-78.0% | $13,880-99.3% | $479-79.1% |