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 | $53,122 | $32,425+63.8% | $74,583-28.8% | $55,167-3.7% |
| Participation rate | 89.0% | 54.0%+35.0pp | 68.1%+20.9pp | 69.0%+20.0pp |
| Annual return | 6.83% | 10.63%-3.8pp | 20.47%-13.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,529 | $1,043+46.6% | $2,525-39.4% | $1,963-22.1% |
| Participant deferral / active EE | $3,331 | $1,995+67.0% | $3,458-3.7% | $3,054+9.1% |
| Admin fee / account holder | $57 | $748-92.4% | $4,138-98.6% | $504-88.7% |