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 | $49,889 | $64,909-23.1% | $82,313-39.4% | $62,292-19.9% |
| Participation rate | 75.4% | 74.9%+0.6pp | 76.9%-1.5pp | 69.5%+5.9pp |
| Annual return | 17.74% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,526 | $1,676-8.9% | $2,428-37.1% | $2,042-25.3% |
| Participant deferral / active EE | $1,900 | $3,103-38.8% | $3,706-48.7% | $3,169-40.0% |
| Admin fee / account holder | $21 | $440-95.1% | $5,608-99.6% | $479-95.5% |