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 | $101,281 | $47,922+111.3% | $75,886+33.5% | $65,185+55.4% |
| Participation rate | 73.3% | 63.0%+10.3pp | 69.3%+4.1pp | 70.2%+3.1pp |
| Annual return | 21.83% | 24.12%-2.3pp | 30.76%-8.9pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,762 | $1,557+13.2% | $2,500-29.5% | $2,177-19.0% |
| Participant deferral / active EE | $3,358 | $2,550+31.7% | $3,603-6.8% | $3,514-4.4% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |