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 | $73,193 | $80,753-9.4% | $136,294-46.3% | $62,292+17.5% |
| Participation rate | 85.4% | 73.5%+11.8pp | 81.9%+3.4pp | 69.5%+15.9pp |
| Annual return | 18.90% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,684 | $2,884-6.9% | $4,695-42.8% | $2,042+31.4% |
| Participant deferral / active EE | $4,585 | $5,164-11.2% | $6,247-26.6% | $3,169+44.7% |
| Admin fee / account holder | $5 | $525-99.0% | $9,243-99.9% | $479-98.9% |