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 | $43,912 | $37,044+18.5% | $71,796-38.8% | $57,658-23.8% |
| Participation rate | 89.2% | 61.1%+28.1pp | 69.1%+20.1pp | 70.2%+19.0pp |
| Annual return | 7.78% | 12.64%-4.9pp | 78.04%-70.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,269 | $1,974+14.9% | $2,794-18.8% | $3,061-25.9% |
| Admin fee / account holder | $147 | $101+45.8% | $4,815-96.9% | $95+55.7% |