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 | $45,905 | $58,879-22.0% | $178,490-74.3% | $73,488-37.5% |
| Participation rate | 90.8% | 66.2%+24.5pp | 81.9%+8.8pp | 70.7%+20.1pp |
| Annual return | 15.44% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $2,439 | $2,236+9.1% | $5,011-51.3% | $2,270+7.4% |
| Participant deferral / active EE | $2,856 | $2,567+11.2% | $5,202-45.1% | $3,740-23.6% |
| Admin fee / account holder | $157 | $400-60.8% | $13,984-98.9% | $513-69.4% |