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 | $62,145 | $75,183-17.3% | $123,892-49.8% | $55,167+12.6% |
| Participation rate | 88.4% | 72.8%+15.5pp | 81.4%+7.0pp | 69.0%+19.4pp |
| Annual return | 9.31% | 19.01%-9.7pp | 47.52%-38.2pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,432 | $2,823-13.9% | $4,617-47.3% | $1,963+23.9% |
| Participant deferral / active EE | $4,016 | $5,084-21.0% | $5,984-32.9% | $3,054+31.5% |
| Admin fee / account holder | $3 | $663-99.6% | $8,357-100.0% | $504-99.4% |