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 | $38,987 | $51,620-24.5% | $90,281-56.8% | $65,185-40.2% |
| Participation rate | 94.2% | 68.6%+25.5pp | 73.3%+20.9pp | 70.2%+24.0pp |
| Annual return | 19.51% | 24.94%-5.4pp | 78.10%-58.6pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,702 | $2,235+20.9% | $2,854-5.4% | $2,177+24.1% |
| Participant deferral / active EE | $1,082 | $2,871-62.3% | $3,885-72.2% | $3,514-69.2% |
| Admin fee / account holder | $152 | $384-60.4% | $5,351-97.2% | $847-82.0% |