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 | $52,250 | $51,244+2.0% | $80,975-35.5% | $55,167-5.3% |
| Participation rate | 99.5% | 71.7%+27.9pp | 75.8%+23.7pp | 69.0%+30.5pp |
| Annual return | 7.69% | 17.39%-9.7pp | 17.10%-9.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,269 | $1,770+28.2% | $3,714-38.9% | $1,963+15.6% |
| Participant deferral / active EE | $3,709 | $4,418-16.0% | $5,696-34.9% | $3,054+21.4% |
| Admin fee / account holder | $10 | $398-97.4% | $5,516-99.8% | $504-98.0% |