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 | $65,458 | $42,546+53.9% | $71,796-8.8% | $55,167+18.7% |
| Participation rate | 76.2% | 59.1%+17.0pp | 69.1%+7.0pp | 69.0%+7.2pp |
| Annual return | 9.40% | 12.36%-3.0pp | 78.04%-68.6pp | 169.23%-159.8pp |
| Employer contribution / active EE | $570 | $803-29.1% | $1,924-70.4% | $1,963-71.0% |
| Participant deferral / active EE | $2,270 | $2,064+10.0% | $2,794-18.8% | $3,054-25.7% |
| Admin fee / account holder | $9 | $650-98.7% | $4,815-99.8% | $504-98.3% |