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 | $39,054 | $42,546-8.2% | $71,796-45.6% | $55,167-29.2% |
| Participation rate | 80.3% | 59.1%+21.2pp | 69.1%+11.2pp | 69.0%+11.4pp |
| Annual return | 7.51% | 12.36%-4.8pp | 78.04%-70.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,220 | $803+51.9% | $1,924-36.6% | $1,963-37.8% |
| Participant deferral / active EE | $3,318 | $2,064+60.7% | $2,794+18.7% | $3,054+8.6% |
| Admin fee / account holder | $15 | $650-97.7% | $4,815-99.7% | $504-97.0% |