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 | $80,266 | $98,982-18.9% | $162,163-50.5% | $65,185+23.1% |
| Participation rate | 98.9% | 85.8%+13.1pp | 87.6%+11.4pp | 70.2%+28.7pp |
| Annual return | 22.36% | 24.84%-2.5pp | 115.59%-93.2pp | 29.38%-7.0pp |
| Employer contribution / active EE | $3,128 | $3,467-9.8% | $5,614-44.3% | $2,177+43.7% |
| Participant deferral / active EE | $3,386 | $5,384-37.1% | $7,298-53.6% | $3,514-3.6% |
| Admin fee / account holder | $20 | $596-96.6% | $10,843-99.8% | $847-97.6% |