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 | $50,409 | $61,156-17.6% | $185,823-72.9% | $79,386-36.5% |
| Participation rate | 95.9% | 66.6%+29.2pp | 81.7%+14.2pp | 70.7%+25.2pp |
| Annual return | 22.90% | 19.45%+3.4pp | 122.05%-99.2pp | 116.85%-94.0pp |
| Employer contribution / active EE | $4,739 | $2,321+104.2% | $5,167-8.3% | $2,427+95.2% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $10 | $710-98.6% | $16,237-99.9% | $626-98.4% |