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 | $63,765 | $78,422-18.7% | $95,952-33.5% | $79,858-20.2% |
| Participation rate | 78.5% | 73.5%+5.0pp | 77.1%+1.4pp | 69.6%+8.8pp |
| Annual return | 15.47% | 19.37%-3.9pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,104 | $1,945-43.2% | $2,541-56.5% | $2,471-55.3% |
| Participant deferral / active EE | $4,686 | $3,440+36.2% | $4,167+12.5% | $3,740+25.3% |
| Admin fee / account holder | $220 | $5,622-96.1% | $6,795-96.8% | $5,306-95.8% |