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 | $43,018 | $60,165-28.5% | $74,183-42.0% | $55,167-22.0% |
| Participation rate | 80.4% | 74.2%+6.2pp | 76.6%+3.7pp | 69.0%+11.4pp |
| Annual return | 7.20% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,433 | $1,600-10.4% | $2,370-39.6% | $1,963-27.0% |
| Participant deferral / active EE | $1,729 | $2,973-41.8% | $3,550-51.3% | $3,054-43.4% |
| Admin fee / account holder | $7 | $419-98.3% | $5,586-99.9% | $504-98.6% |