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 | $31,419 | $86,332-63.6% | $125,175-74.9% | $65,185-51.8% |
| Participation rate | 87.1% | 75.3%+11.8pp | 79.8%+7.3pp | 70.2%+16.9pp |
| Annual return | 29.89% | 27.43%+2.5pp | 43.79%-13.9pp | 29.38%+0.5pp |
| Employer contribution / active EE | $2,579 | $2,040+26.5% | $3,865-33.3% | $2,177+18.5% |
| Participant deferral / active EE | $4,543 | $3,537+28.4% | $4,937-8.0% | $3,514+29.3% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |