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 | $47,480 | $88,122-46.1% | $141,162-66.4% | $67,579-29.7% |
| Participation rate | 72.4% | 76.5%-4.1pp | 82.5%-10.1pp | 71.3%+1.1pp |
| Annual return | 25.47% | 75.40%-49.9pp | 71.39%-45.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $2,176 | $3,224-32.5% | $4,735-54.1% | $2,148+1.3% |
| Participant deferral / active EE | $3,832 | $5,958-35.7% | $6,709-42.9% | $3,539+8.3% |
| Admin fee / account holder | $134 | $131+2.5% | $10,261-98.7% | $142-5.7% |