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 | $37,442 | $58,879-36.4% | $178,490-79.0% | $73,488-49.1% |
| Participation rate | 89.8% | 66.2%+23.6pp | 81.9%+7.9pp | 70.7%+19.2pp |
| Annual return | 20.34% | 24.86%-4.5pp | 151.07%-130.7pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,151 | $2,236-3.8% | $5,011-57.1% | $2,270-5.2% |
| Participant deferral / active EE | $2,212 | $2,567-13.9% | $5,202-57.5% | $3,740-40.9% |
| Admin fee / account holder | $16 | $400-96.0% | $13,984-99.9% | $513-96.8% |