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 | $50,554 | $55,125-8.3% | $109,895-54.0% | $86,799-41.8% |
| Participation rate | 79.3% | 70.1%+9.2pp | 74.2%+5.1pp | 72.3%+7.0pp |
| Annual return | 17.58% | 26.20%-8.6pp | 29.45%-11.9pp | 97.91%-80.3pp |
| Employer contribution / active EE | $1,076 | $1,558-30.9% | $2,842-62.1% | $2,405-55.3% |
| Participant deferral / active EE | $3,739 | $3,337+12.1% | $4,048-7.6% | $4,131-9.5% |
| Admin fee / account holder | $1 | $141-99.2% | $6,066-100.0% | $170-99.3% |