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 | $22,329 | $55,453-59.7% | $170,442-86.9% | $62,292-64.2% |
| Participation rate | 83.2% | 66.4%+16.9pp | 83.6%-0.3pp | 69.5%+13.7pp |
| Annual return | 18.05% | 21.38%-3.3pp | 205.93%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,305 | $2,164-39.7% | $5,433-76.0% | $2,042-36.1% |
| Participant deferral / active EE | $2,249 | $2,303-2.3% | $4,939-54.5% | $3,169-29.0% |
| Admin fee / account holder | $185 | $455-59.3% | $13,880-98.7% | $479-61.3% |