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 | $34,267 | $74,089-53.7% | $133,980-74.4% | $55,167-37.9% |
| Participation rate | 76.4% | 84.3%-7.9pp | 87.1%-10.7pp | 69.0%+7.4pp |
| Annual return | 10.10% | 12.11%-2.0pp | 29.30%-19.2pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,816 | $3,064-40.7% | $5,211-65.2% | $1,963-7.5% |
| Participant deferral / active EE | $3,056 | $4,678-34.7% | $6,282-51.4% | $3,054+0.1% |
| Admin fee / account holder | $37 | $458-91.9% | $9,324-99.6% | $504-92.7% |