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 | $44,288 | $64,909-31.8% | $82,313-46.2% | $62,292-28.9% |
| Participation rate | 88.2% | 74.9%+13.3pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 20.45% | 21.18%-0.7pp | 25.88%-5.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,185 | $1,676+30.4% | $2,428-10.0% | $2,042+7.0% |
| Participant deferral / active EE | $2,977 | $3,103-4.1% | $3,706-19.7% | $3,169-6.1% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |