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 | $92,211 | $64,909+42.1% | $82,313+12.0% | $62,292+48.0% |
| Participation rate | 73.7% | 74.9%-1.1pp | 76.9%-3.2pp | 69.5%+4.2pp |
| Annual return | 13.71% | 21.18%-7.5pp | 25.88%-12.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,487 | $1,676-11.3% | $2,428-38.7% | $2,042-27.2% |
| Participant deferral / active EE | $5,185 | $3,103+67.1% | $3,706+39.9% | $3,169+63.6% |
| Admin fee / account holder | $12 | $440-97.3% | $5,608-99.8% | $479-97.5% |