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 | $67,993 | $78,422-13.3% | $95,952-29.1% | $79,858-14.9% |
| Participation rate | 80.4% | 73.5%+6.9pp | 77.1%+3.4pp | 69.6%+10.8pp |
| Annual return | 16.06% | 19.37%-3.3pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,767 | $1,945-9.2% | $2,541-30.5% | $2,471-28.5% |
| Participant deferral / active EE | $2,644 | $3,440-23.1% | $4,167-36.5% | $3,740-29.3% |
| Admin fee / account holder | $10 | $5,622-99.8% | $6,795-99.8% | $5,306-99.8% |