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 | $54,438 | $91,517-40.5% | $101,248-46.2% | $73,409-25.8% |
| Participation rate | 93.0% | 73.8%+19.2pp | 75.8%+17.2pp | 72.2%+20.8pp |
| Annual return | 11.81% | 17.17%-5.4pp | 46.47%-34.7pp | 59.29%-47.5pp |
| Employer contribution / active EE | $2,219 | $2,877-22.8% | $3,660-39.4% | $2,234-0.6% |
| Participant deferral / active EE | $3,340 | $3,3380% | $4,370-23.6% | $3,805-12.2% |
| Admin fee / account holder | $25 | $216-88.4% | $5,945-99.6% | $158-84.2% |