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 | $29,145 | $37,044-21.3% | $71,796-59.4% | $57,658-49.5% |
| Participation rate | 70.9% | 61.1%+9.8pp | 69.1%+1.8pp | 70.2%+0.7pp |
| Annual return | 6.42% | 12.64%-6.2pp | 78.04%-71.6pp | 5.13%+1.3pp |
| Employer contribution / active EE | $981 | $720+36.2% | $1,924-49.0% | $1,974-50.3% |
| Participant deferral / active EE | $2,064 | $1,974+4.6% | $2,794-26.1% | $3,061-32.6% |
| Admin fee / account holder | $102 | $101+0.9% | $4,815-97.9% | $95+7.7% |