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 | $28,222 | $49,177-42.6% | $79,464-64.5% | $64,186-56.0% |
| Participation rate | 81.1% | 65.0%+16.1pp | 73.3%+7.7pp | 69.6%+11.5pp |
| Annual return | 8.77% | -1.16%+9.9pp | 718.14%-709.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $1,424 | $2,076-31.4% | $2,800-49.1% | $2,381-40.2% |
| Participant deferral / active EE | $2,924 | $2,821+3.7% | $3,704-21.0% | $3,470-15.7% |
| Admin fee / account holder | $217 | $3,839-94.3% | $5,113-95.8% | $4,888-95.6% |