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 | $28,970 | $63,905-54.7% | $74,183-60.9% | $57,658-49.8% |
| Participation rate | 80.5% | 79.8%+0.8pp | 76.6%+3.9pp | 70.2%+10.3pp |
| Annual return | 8.53% | 60.60%-52.1pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,168 | $1,840-36.5% | $2,370-50.7% | $1,974-40.8% |
| Participant deferral / active EE | $1,710 | $3,448-50.4% | $3,550-51.8% | $3,061-44.1% |
| Admin fee / account holder | $181 | $91+98.8% | $5,586-96.8% | $95+91.5% |