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 | $75,758 | $123,793-38.8% | $177,821-57.4% | $79,858-5.1% |
| Participation rate | 81.8% | 84.7%-2.8pp | 87.7%-5.9pp | 69.6%+12.2pp |
| Annual return | 14.63% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,424 | $4,095-40.8% | $5,918-59.0% | $2,471-1.9% |
| Participant deferral / active EE | $4,652 | $5,956-21.9% | $7,714-39.7% | $3,740+24.4% |
| Admin fee / account holder | $47 | $7,243-99.3% | $12,427-99.6% | $5,306-99.1% |