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 | $17,508 | $47,922-63.5% | $75,886-76.9% | $65,185-73.1% |
| Participation rate | 81.1% | 63.0%+18.1pp | 69.3%+11.8pp | 70.2%+10.9pp |
| Annual return | 58.94% | 24.12%+34.8pp | 30.76%+28.2pp | 29.38%+29.6pp |
| Employer contribution / active EE | $1,793 | $1,557+15.1% | $2,500-28.3% | $2,177-17.6% |
| Participant deferral / active EE | $2,908 | $2,550+14.0% | $3,603-19.3% | $3,514-17.2% |
| Admin fee / account holder | $79 | $532-85.2% | $5,418-98.5% | $847-90.7% |