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 | $34,946 | $75,183-53.5% | $123,892-71.8% | $55,167-36.7% |
| Participation rate | 83.3% | 72.8%+10.5pp | 81.4%+1.9pp | 69.0%+14.3pp |
| Annual return | 10.80% | 19.01%-8.2pp | 47.52%-36.7pp | 169.23%-158.4pp |
| Employer contribution / active EE | $1,599 | $2,823-43.4% | $4,617-65.4% | $1,963-18.5% |
| Participant deferral / active EE | $3,764 | $5,084-26.0% | $5,984-37.1% | $3,054+23.3% |
| Admin fee / account holder | $2 | $663-99.6% | $8,357-100.0% | $504-99.5% |