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 | $37,179 | $88,122-57.8% | $141,162-73.7% | $67,579-45.0% |
| Participation rate | 93.4% | 76.5%+16.9pp | 82.5%+10.9pp | 71.3%+22.1pp |
| Annual return | 24.96% | 75.40%-50.4pp | 71.39%-46.4pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,064 | $3,224-67.0% | $4,735-77.5% | $2,148-50.4% |
| Participant deferral / active EE | $3,246 | $5,958-45.5% | $6,709-51.6% | $3,539-8.3% |
| Admin fee / account holder | $125 | $131-4.2% | $10,261-98.8% | $142-11.9% |