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 | $25,910 | $50,385-48.6% | $75,670-65.8% | $62,292-58.4% |
| Participation rate | 76.9% | 67.7%+9.2pp | 72.3%+4.5pp | 69.5%+7.4pp |
| Annual return | 14.61% | 19.90%-5.3pp | 27.34%-12.7pp | 28.90%-14.3pp |
| Employer contribution / active EE | $874 | $1,537-43.1% | $2,352-62.8% | $2,042-57.2% |
| Participant deferral / active EE | $1,426 | $2,445-41.7% | $3,142-54.6% | $3,169-55.0% |
| Admin fee / account holder | $26 | $384-93.3% | $5,800-99.6% | $479-94.6% |