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 | $51,107 | $74,089-31.0% | $133,980-61.9% | $55,167-7.4% |
| Participation rate | 88.5% | 84.3%+4.3pp | 87.1%+1.5pp | 69.0%+19.6pp |
| Annual return | 9.06% | 12.11%-3.1pp | 29.30%-20.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,125 | $3,064-63.3% | $5,211-78.4% | $1,963-42.7% |
| Participant deferral / active EE | $3,441 | $4,678-26.4% | $6,282-45.2% | $3,054+12.7% |
| Admin fee / account holder | $13 | $458-97.1% | $9,324-99.9% | $504-97.4% |