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 | $39,853 | $48,076-17.1% | $78,689-49.4% | $62,891-36.6% |
| Participation rate | 89.4% | 65.2%+24.2pp | 73.6%+15.8pp | 69.3%+20.1pp |
| Annual return | 34.34% | 31.35%+3.0pp | 62.18%-27.8pp | 20.14%+14.2pp |
| Employer contribution / active EE | $1,688 | $2,015-16.2% | $2,851-40.8% | $2,281-26.0% |
| Participant deferral / active EE | $2,710 | $2,588+4.7% | $3,517-22.9% | $3,203-15.4% |
| Admin fee / account holder | $24 | $3,207-99.3% | $4,510-99.5% | $4,296-99.4% |