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 | $77,509 | $55,453+39.8% | $170,442-54.5% | $62,292+24.4% |
| Participation rate | 75.9% | 66.4%+9.5pp | 83.6%-7.7pp | 69.5%+6.3pp |
| Annual return | 33.21% | 21.38%+11.8pp | 205.93%-172.7pp | 28.90%+4.3pp |
| Employer contribution / active EE | $2,181 | $2,164+0.8% | $5,433-59.9% | $2,042+6.8% |
| Participant deferral / active EE | $4,434 | $2,303+92.5% | $4,939-10.2% | $3,169+39.9% |
| Admin fee / account holder | $270 | $455-40.8% | $13,880-98.1% | $479-43.8% |