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 | $70,877 | $63,299+12.0% | $91,001-22.1% | $62,292+13.8% |
| Participation rate | 81.0% | 73.3%+7.7pp | 75.6%+5.4pp | 69.5%+11.5pp |
| Annual return | 17.38% | 20.99%-3.6pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,920 | $1,807+6.3% | $2,456-21.8% | $2,042-6.0% |
| Participant deferral / active EE | $3,221 | $2,943+9.5% | $3,547-9.2% | $3,169+1.6% |
| Admin fee / account holder | $17 | $468-96.4% | $5,417-99.7% | $479-96.5% |