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 | $34,812 | $70,908-50.9% | $98,907-64.8% | $73,488-52.6% |
| Participation rate | 76.0% | 73.8%+2.2pp | 76.0%-0.1pp | 70.7%+5.3pp |
| Annual return | 13.80% | 34.17%-20.4pp | 196.43%-182.6pp | 28.51%-14.7pp |
| Employer contribution / active EE | $614 | $2,036-69.8% | $2,689-77.2% | $2,270-73.0% |
| Participant deferral / active EE | $2,032 | $3,500-41.9% | $4,244-52.1% | $3,740-45.7% |
| Admin fee / account holder | $34 | $535-93.6% | $6,642-99.5% | $513-93.3% |