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 | $23,310 | $52,884-55.9% | $84,750-72.5% | $55,167-57.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 10.75% | 18.03%-7.3pp | 22.78%-12.0pp | 169.23%-158.5pp |
| Employer contribution / active EE | $2,757 | $2,233+23.4% | $3,574-22.9% | $1,963+40.5% |
| Participant deferral / active EE | $3,280 | $2,644+24.1% | $3,712-11.6% | $3,054+7.4% |
| Admin fee / account holder | $187 | $581-67.7% | $5,332-96.5% | $504-62.8% |