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 | $23,808 | $46,173-48.4% | $170,442-86.0% | $69,631-65.8% |
| Participation rate | 70.1% | 63.9%+6.2pp | 83.6%-13.5pp | 70.7%-0.6pp |
| Annual return | 21.75% | 21.62%+0.1pp | 205.93%-184.2pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $1,255 | $1,610-22.0% | $5,433-76.9% | $2,032-38.2% |
| Participant deferral / active EE | $2,364 | $2,080+13.6% | $4,939-52.1% | $3,224-26.7% |
| Admin fee / account holder | $156 | $116+34.6% | $13,880-98.9% | $110+41.3% |