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 | $31,063 | $55,453-44.0% | $170,442-81.8% | $62,292-50.1% |
| Participation rate | 96.3% | 66.4%+29.9pp | 83.6%+12.7pp | 69.5%+26.7pp |
| Annual return | 13.24% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,402 | $2,164+11.0% | $5,433-55.8% | $2,042+17.6% |
| Participant deferral / active EE | $2,439 | $2,303+5.9% | $4,939-50.6% | $3,169-23.0% |
| Admin fee / account holder | $240 | $455-47.4% | $13,880-98.3% | $479-50.0% |