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 | $45,791 | $51,466-11.0% | $78,778-41.9% | $62,292-26.5% |
| Participation rate | 72.9% | 59.8%+13.1pp | 69.2%+3.7pp | 69.5%+3.4pp |
| Annual return | 15.38% | 19.96%-4.6pp | 35.62%-20.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $726 | $827-12.2% | $1,986-63.4% | $2,042-64.4% |
| Participant deferral / active EE | $3,933 | $2,147+83.1% | $2,958+32.9% | $3,169+24.1% |
| Admin fee / account holder | $42 | $489-91.5% | $5,134-99.2% | $479-91.3% |