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 | $57,299 | $55,636+3.0% | $81,983-30.1% | $73,488-22.0% |
| Participation rate | 75.2% | 62.3%+13.0pp | 69.2%+6.0pp | 70.7%+4.6pp |
| Annual return | 16.20% | 19.07%-2.9pp | 41.31%-25.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,802 | $1,625+10.9% | $2,498-27.9% | $2,270-20.6% |
| Participant deferral / active EE | $2,319 | $2,762-16.0% | $3,722-37.7% | $3,740-38.0% |
| Admin fee / account holder | $29 | $493-94.2% | $5,664-99.5% | $513-94.4% |