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 | $59,910 | $75,183-20.3% | $123,892-51.6% | $55,167+8.6% |
| Participation rate | 77.0% | 72.8%+4.2pp | 81.4%-4.4pp | 69.0%+8.0pp |
| Annual return | 11.74% | 19.01%-7.3pp | 47.52%-35.8pp | 169.23%-157.5pp |
| Employer contribution / active EE | $2,465 | $2,823-12.7% | $4,617-46.6% | $1,963+25.6% |
| Participant deferral / active EE | $7,761 | $5,084+52.6% | $5,984+29.7% | $3,054+154.1% |
| Admin fee / account holder | $33 | $663-95.0% | $8,357-99.6% | $504-93.5% |