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 | $74,453 | $65,322+14.0% | $70,449+5.7% | $73,488+1.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 7.64% | 15.71%-8.1pp | 109.03%-101.4pp | 28.51%-20.9pp |
| Employer contribution / active EE | $2,002 | $2,460-18.6% | $2,737-26.8% | $2,270-11.8% |
| Participant deferral / active EE | $3,366 | $3,375-0.3% | $3,709-9.2% | $3,740-10.0% |
| Admin fee / account holder | $19 | $214-91.2% | $3,845-99.5% | $513-96.3% |