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 | $52,214 | $77,813-32.9% | $123,544-57.7% | $64,186-18.7% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.1pp |
| Annual return | 8.02% | 12.48%-4.5pp | 119.20%-111.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $859 | $3,014-71.5% | $4,628-81.4% | $2,381-63.9% |
| Participant deferral / active EE | $2,795 | $5,240-46.6% | $6,426-56.5% | $3,470-19.4% |
| Admin fee / account holder | $21 | $5,519-99.6% | $9,284-99.8% | $4,888-99.6% |