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 | $42,436 | $48,046-11.7% | $84,611-49.8% | $72,985-41.9% |
| Participation rate | 93.5% | 57.6%+35.9pp | 68.2%+25.2pp | 69.5%+24.0pp |
| Annual return | 22.18% | 37.38%-15.2pp | 258.74%-236.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $685 | $1,602-57.3% | $2,652-74.2% | $2,440-71.9% |
| Participant deferral / active EE | $2,689 | $2,680+0.3% | $3,899-31.0% | $3,607-25.5% |
| Admin fee / account holder | $84 | $3,395-97.5% | $4,912-98.3% | $5,124-98.4% |