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 | $75,153 | $75,1830% | $123,892-39.3% | $55,167+36.2% |
| Participation rate | 78.6% | 72.8%+5.7pp | 81.4%-2.8pp | 69.0%+9.6pp |
| Annual return | 8.86% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,088 | $2,823-61.5% | $4,617-76.4% | $1,963-44.6% |
| Participant deferral / active EE | $4,262 | $5,084-16.2% | $5,984-28.8% | $3,054+39.6% |
| Admin fee / account holder | $288 | $663-56.6% | $8,357-96.6% | $504-42.9% |