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 | $42,069 | $37,117+13.3% | $147,614-71.5% | $55,191-23.8% |
| Participation rate | 75.5% | 63.6%+11.8pp | 84.6%-9.2pp | 69.2%+6.3pp |
| Annual return | -0.62% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,650 | $1,620+1.8% | $5,564-70.3% | $1,899-13.1% |
| Participant deferral / active EE | $2,578 | $1,985+29.9% | $4,895-47.3% | $3,046-15.4% |
| Admin fee / account holder | $47 | $86-44.6% | $11,611-99.6% | $91-47.8% |