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 | $120,086 | $91,190+31.7% | $178,490-32.7% | $79,858+50.4% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 14.88% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,746 | $3,256-46.4% | $5,011-65.2% | $2,471-29.3% |
| Participant deferral / active EE | $4,031 | $3,236+24.6% | $5,202-22.5% | $3,740+7.8% |
| Admin fee / account holder | $43 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |