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 | $33,270 | $64,909-48.7% | $82,313-59.6% | $62,292-46.6% |
| Participation rate | 86.3% | 74.9%+11.4pp | 76.9%+9.4pp | 69.5%+16.8pp |
| Annual return | 14.23% | 21.18%-7.0pp | 25.88%-11.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,109 | $1,676+25.8% | $2,428-13.2% | $2,042+3.3% |
| Participant deferral / active EE | $3,089 | $3,103-0.5% | $3,706-16.7% | $3,169-2.5% |
| Admin fee / account holder | $20 | $440-95.4% | $5,608-99.6% | $479-95.8% |