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 | $45,029 | $45,0350% | $62,995-28.5% | $70,131-35.8% |
| Participation rate | 98.4% | 69.5%+28.9pp | 74.8%+23.6pp | 69.5%+28.8pp |
| Annual return | 14.57% | 18.76%-4.2pp | 87.57%-73.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,338 | $2,051-34.8% | $2,759-51.5% | $2,342-42.9% |
| Participant deferral / active EE | $1,338 | $2,465-45.7% | $3,329-59.8% | $3,332-59.8% |
| Admin fee / account holder | $10 | $2,834-99.7% | $3,600-99.7% | $4,645-99.8% |