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 | $51,109 | $35,986+42.0% | $77,482-34.0% | $73,488-30.5% |
| Participation rate | 84.5% | 40.8%+43.7pp | 54.2%+30.3pp | 70.7%+13.8pp |
| Annual return | 16.98% | 19.26%-2.3pp | 54.79%-37.8pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,800 | $557+222.9% | $986+82.5% | $2,270-20.7% |
| Participant deferral / active EE | $3,284 | $1,198+174.2% | $1,861+76.4% | $3,740-12.2% |
| Admin fee / account holder | $19 | $466-95.9% | $2,858-99.3% | $513-96.3% |