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 | $53,372 | $61,156-12.7% | $185,823-71.3% | $79,386-32.8% |
| Participation rate | 74.3% | 66.6%+7.6pp | 81.7%-7.4pp | 70.7%+3.6pp |
| Annual return | 19.02% | 19.45%-0.4pp | 122.05%-103.0pp | 116.85%-97.8pp |
| Employer contribution / active EE | $1,238 | $2,321-46.7% | $5,167-76.0% | $2,427-49.0% |
| Participant deferral / active EE | $2,169 | $2,789-22.2% | $5,568-61.0% | $4,046-46.4% |
| Admin fee / account holder | $18 | $710-97.5% | $16,237-99.9% | $626-97.1% |