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 | $53,683 | $72,492-25.9% | $87,100-38.4% | $72,985-26.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 20.99% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,884 | $1,894-0.5% | $2,521-25.3% | $2,440-22.8% |
| Participant deferral / active EE | $1,902 | $3,270-41.8% | $4,049-53.0% | $3,607-47.3% |
| Admin fee / account holder | $15 | $5,055-99.7% | $7,497-99.8% | $5,124-99.7% |