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 | $59,430 | $63,299-6.1% | $91,001-34.7% | $62,292-4.6% |
| Participation rate | 99.5% | 73.3%+26.2pp | 75.6%+23.9pp | 69.5%+30.0pp |
| Annual return | 18.82% | 20.99%-2.2pp | 4.60%+14.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,732 | $1,807+51.2% | $2,456+11.3% | $2,042+33.8% |
| Participant deferral / active EE | $4,625 | $2,943+57.2% | $3,547+30.4% | $3,169+46.0% |
| Admin fee / account holder | $29 | $468-93.8% | $5,417-99.5% | $479-93.9% |