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 | $62,426 | $63,299-1.4% | $91,001-31.4% | $62,292+0.2% |
| Participation rate | 93.5% | 73.3%+20.2pp | 75.6%+17.9pp | 69.5%+24.0pp |
| Annual return | 20.02% | 20.99%-1.0pp | 4.60%+15.4pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,672 | $1,807-7.5% | $2,456-31.9% | $2,042-18.1% |
| Participant deferral / active EE | $3,641 | $2,943+23.7% | $3,547+2.6% | $3,169+14.9% |
| Admin fee / account holder | $30 | $468-93.5% | $5,417-99.4% | $479-93.7% |