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 | $35,895 | $54,762-34.5% | $90,281-60.2% | $72,985-50.8% |
| Participation rate | 87.8% | 65.1%+22.6pp | 73.3%+14.5pp | 69.5%+18.3pp |
| Annual return | 17.11% | 30.63%-13.5pp | 78.10%-61.0pp | 81.00%-63.9pp |
| Employer contribution / active EE | $878 | $2,092-58.1% | $2,854-69.3% | $2,440-64.0% |
| Participant deferral / active EE | $2,038 | $2,887-29.4% | $3,885-47.6% | $3,607-43.5% |
| Admin fee / account holder | $6 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |