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 | $51,024 | $66,310-23.1% | $93,606-45.5% | $65,185-21.7% |
| Participation rate | 75.5% | 74.0%+1.5pp | 75.8%-0.4pp | 70.2%+5.3pp |
| Annual return | 20.77% | 42.58%-21.8pp | 32.76%-12.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,577 | $2,012-21.6% | $2,718-42.0% | $2,177-27.6% |
| Participant deferral / active EE | $4,353 | $3,342+30.2% | $4,069+7.0% | $3,514+23.9% |
| Admin fee / account holder | $5 | $6,897-99.9% | $7,888-99.9% | $847-99.4% |