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 | $80,474 | $53,777+49.6% | $134,143-40.0% | $79,858+0.8% |
| Participation rate | 96.8% | 58.8%+38.1pp | 72.2%+24.7pp | 69.6%+27.2pp |
| Annual return | 17.66% | 19.01%-1.3pp | 36.33%-18.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $4,349 | $1,321+229.1% | $3,704+17.4% | $2,471+76.0% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $3,984-99.9% | $6,684-100.0% | $5,306-100.0% |