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 | $59,831 | $81,474-26.6% | $133,956-55.3% | $73,488-18.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 17.88% | 19.40%-1.5pp | 45.09%-27.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $7,113 | $2,209+222.0% | $3,919+81.5% | $2,270+213.4% |
| Participant deferral / active EE | $3,821 | $3,786+0.9% | $5,048-24.3% | $3,740+2.2% |
| Admin fee / account holder | $17 | $713-97.6% | $8,927-99.8% | $513-96.7% |