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 | $48,632 | $76,552-36.5% | $123,892-60.7% | $62,891-22.7% |
| Participation rate | 73.2% | 73.0%+0.3pp | 81.4%-8.2pp | 69.3%+3.9pp |
| Annual return | 8.51% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,061 | $2,883+40.9% | $4,617-12.0% | $2,281+78.1% |
| Participant deferral / active EE | $7,327 | $4,840+51.4% | $5,984+22.4% | $3,203+128.8% |
| Admin fee / account holder | $167 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |