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 | $59,540 | $73,638-19.1% | $95,952-37.9% | $73,488-19.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 77.1%+10.4pp | 70.7%+16.8pp |
| Annual return | 13.65% | 16.78%-3.1pp | 91.61%-78.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,961 | $1,863+5.3% | $2,541-22.8% | $2,270-13.6% |
| Participant deferral / active EE | $2,515 | $3,617-30.5% | $4,167-39.6% | $3,740-32.7% |
| Admin fee / account holder | $236 | $482-51.0% | $6,795-96.5% | $513-54.0% |