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 | $47,617 | $69,305-31.3% | $82,313-42.2% | $69,631-31.6% |
| Participation rate | 78.8% | 80.3%-1.5pp | 76.9%+1.9pp | 70.7%+8.1pp |
| Annual return | 15.92% | 21.47%-5.5pp | 25.88%-10.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $909 | $1,887-51.8% | $2,428-62.6% | $2,032-55.3% |
| Participant deferral / active EE | $2,249 | $3,568-37.0% | $3,706-39.3% | $3,224-30.2% |
| Admin fee / account holder | -$8 | $97-108.5% | $5,608-100.1% | $110-107.5% |