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 | $81,738 | $89,652-8.8% | $141,162-42.1% | $65,185+25.4% |
| Participation rate | 74.2% | 74.7%-0.5pp | 82.5%-8.3pp | 70.2%+4.0pp |
| Annual return | 26.18% | 32.79%-6.6pp | 71.39%-45.2pp | 29.38%-3.2pp |
| Employer contribution / active EE | $3,189 | $3,065+4.1% | $4,735-32.6% | $2,177+46.5% |
| Participant deferral / active EE | $6,548 | $5,691+15.1% | $6,709-2.4% | $3,514+86.4% |
| Admin fee / account holder | $241 | $569-57.6% | $10,261-97.7% | $847-71.5% |