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 | $44,124 | $36,916+19.5% | $156,549-71.8% | $57,658-23.5% |
| Participation rate | 84.5% | 63.4%+21.1pp | 84.0%+0.5pp | 70.2%+14.3pp |
| Annual return | 8.81% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $911 | $1,571-42.0% | $5,501-83.4% | $1,974-53.9% |
| Participant deferral / active EE | $2,977 | $1,926+54.6% | $4,871-38.9% | $3,061-2.7% |
| Admin fee / account holder | $113 | $82+37.3% | $13,027-99.1% | $95+19.8% |