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 | $61,727 | $70,908-12.9% | $98,907-37.6% | $73,488-16.0% |
| Participation rate | 74.6% | 73.8%+0.8pp | 76.0%-1.4pp | 70.7%+3.9pp |
| Annual return | 16.90% | 34.17%-17.3pp | 196.43%-179.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,550 | $2,036-23.9% | $2,689-42.4% | $2,270-31.7% |
| Participant deferral / active EE | $4,257 | $3,500+21.6% | $4,244+0.3% | $3,740+13.8% |
| Admin fee / account holder | $2 | $535-99.7% | $6,642-100.0% | $513-99.7% |