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 | $94,514 | $74,706+26.5% | $75,696+24.9% | $79,386+19.1% |
| Participation rate | 93.0% | 75.3%+17.6pp | 74.8%+18.1pp | 70.7%+22.3pp |
| Annual return | 27.06% | 18.52%+8.5pp | 104.53%-77.5pp | 116.85%-89.8pp |
| Employer contribution / active EE | $1,897 | $2,590-26.7% | $2,743-30.8% | $2,427-21.8% |
| Participant deferral / active EE | $3,505 | $3,533-0.8% | $3,821-8.3% | $4,046-13.4% |
| Admin fee / account holder | $20 | $374-94.7% | $3,619-99.5% | $626-96.8% |