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 | $43,437 | $67,166-35.3% | $57,343-24.3% | $55,191-21.3% |
| Participation rate | 94.8% | 77.7%+17.1pp | 75.1%+19.7pp | 69.2%+25.6pp |
| Annual return | 1.47% | 4.22%-2.7pp | 24.39%-22.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $947 | $2,812-66.3% | $2,689-64.8% | $1,899-50.1% |
| Participant deferral / active EE | $1,200 | $2,835-57.7% | $3,162-62.0% | $3,046-60.6% |
| Admin fee / account holder | $4 | $44-90.8% | $3,356-99.9% | $91-95.6% |