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 | $88,016 | $109,359-19.5% | $162,163-45.7% | $72,985+20.6% |
| Participation rate | 72.4% | 84.3%-11.8pp | 87.6%-15.1pp | 69.5%+3.0pp |
| Annual return | 23.26% | 25.46%-2.2pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,273 | $3,907-41.8% | $5,614-59.5% | $2,440-6.8% |
| Participant deferral / active EE | $4,791 | $5,481-12.6% | $7,298-34.3% | $3,607+32.8% |
| Admin fee / account holder | $9 | $7,972-99.9% | $10,843-99.9% | $5,124-99.8% |