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 | $27,636 | $50,643-45.4% | $106,619-74.1% | $55,167-49.9% |
| Participation rate | 74.1% | 65.6%+8.6pp | 78.0%-3.9pp | 69.0%+5.1pp |
| Annual return | 8.10% | 7.02%+1.1pp | 9.42%-1.3pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,483 | $1,626-8.8% | $3,947-62.4% | $1,963-24.5% |
| Participant deferral / active EE | $2,182 | $2,208-1.2% | $3,930-44.5% | $3,054-28.5% |
| Admin fee / account holder | $33 | $488-93.3% | $6,418-99.5% | $504-93.5% |