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 | $28,585 | $66,124-56.8% | $90,404-68.4% | $73,488-61.1% |
| Participation rate | 95.1% | 69.7%+25.4pp | 72.7%+22.4pp | 70.7%+24.4pp |
| Annual return | 21.45% | 17.65%+3.8pp | 1293.02%-1271.6pp | 28.51%-7.1pp |
| Employer contribution / active EE | $2,641 | $2,346+12.5% | $3,262-19.0% | $2,270+16.3% |
| Participant deferral / active EE | $3,548 | $3,039+16.8% | $3,963-10.5% | $3,740-5.1% |
| Admin fee / account holder | $158 | $396-60.1% | $5,611-97.2% | $513-69.2% |