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 | $43,992 | $46,732-5.9% | $156,549-71.9% | $55,167-20.3% |
| Participation rate | 93.1% | 65.8%+27.3pp | 84.0%+9.1pp | 69.0%+24.1pp |
| Annual return | 6.12% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $2,285 | $2,105+8.5% | $5,501-58.5% | $1,963+16.4% |
| Participant deferral / active EE | $2,487 | $2,204+12.8% | $4,871-49.0% | $3,054-18.6% |
| Admin fee / account holder | $12 | $418-97.2% | $13,027-99.9% | $504-97.7% |