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 | $62,384 | $42,546+46.6% | $71,796-13.1% | $55,167+13.1% |
| Participation rate | 83.6% | 59.1%+24.5pp | 69.1%+14.5pp | 69.0%+14.7pp |
| Annual return | 8.04% | 12.36%-4.3pp | 78.04%-70.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,231 | $803+53.2% | $1,924-36.0% | $1,963-37.3% |
| Participant deferral / active EE | $4,449 | $2,064+115.5% | $2,794+59.2% | $3,054+45.7% |
| Admin fee / account holder | $19 | $650-97.1% | $4,815-99.6% | $504-96.2% |