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 | $41,875 | $53,901-22.3% | $134,143-68.8% | $73,488-43.0% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 18.22% | 15.82%+2.4pp | 36.33%-18.1pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,571 | $1,458+7.8% | $3,704-57.6% | $2,270-30.8% |
| Participant deferral / active EE | $2,787 | $2,739+1.8% | $3,499-20.3% | $3,740-25.5% |
| Admin fee / account holder | $23 | $581-96.0% | $6,684-99.7% | $513-95.5% |