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 | $39,926 | $43,423-8.1% | $78,689-49.3% | $55,167-27.6% |
| Participation rate | 87.4% | 68.0%+19.3pp | 73.6%+13.8pp | 69.0%+18.4pp |
| Annual return | 7.79% | 11.53%-3.7pp | 62.18%-54.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,285 | $1,997+14.5% | $2,851-19.8% | $1,963+16.5% |
| Participant deferral / active EE | $4,536 | $2,509+80.8% | $3,517+29.0% | $3,054+48.5% |
| Admin fee / account holder | $27 | $416-93.4% | $4,510-99.4% | $504-94.6% |