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 | $51,247 | $65,376-21.6% | $87,100-41.2% | $65,185-21.4% |
| Participation rate | 87.3% | 75.3%+12.0pp | 76.9%+10.5pp | 70.2%+17.1pp |
| Annual return | 18.83% | 31.27%-12.4pp | 28.19%-9.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,735 | $1,822+50.1% | $2,521+8.5% | $2,177+25.6% |
| Participant deferral / active EE | $3,754 | $3,388+10.8% | $4,049-7.3% | $3,514+6.8% |
| Admin fee / account holder | $263 | $520-49.4% | $7,497-96.5% | $847-68.9% |