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 | $103,624 | $123,793-16.3% | $177,821-41.7% | $79,858+29.8% |
| Participation rate | 76.0% | 84.7%-8.6pp | 87.7%-11.7pp | 69.6%+6.4pp |
| Annual return | 16.85% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,565 | $4,095-61.8% | $5,918-73.6% | $2,471-36.7% |
| Participant deferral / active EE | $4,901 | $5,956-17.7% | $7,714-36.5% | $3,740+31.0% |
| Admin fee / account holder | $4 | $7,243-99.9% | $12,427-100.0% | $5,306-99.9% |