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 | $60,149 | $85,135-29.3% | $98,907-39.2% | $73,409-18.1% |
| Participation rate | 82.8% | 81.1%+1.7pp | 76.0%+6.8pp | 72.2%+10.7pp |
| Annual return | 27.62% | 19.14%+8.5pp | 196.43%-168.8pp | 59.29%-31.7pp |
| Employer contribution / active EE | $1,177 | $2,721-56.7% | $2,689-56.2% | $2,234-47.3% |
| Participant deferral / active EE | $2,842 | $4,349-34.7% | $4,244-33.0% | $3,805-25.3% |
| Admin fee / account holder | $260 | $139+86.9% | $6,642-96.1% | $158+64.9% |