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 | $54,752 | $103,685-47.2% | $105,387-48.0% | $65,185-16.0% |
| Participation rate | 85.2% | 83.2%+2.0pp | 82.6%+2.6pp | 70.2%+15.0pp |
| Annual return | 19.11% | 23.88%-4.8pp | 26.82%-7.7pp | 29.38%-10.3pp |
| Employer contribution / active EE | $2,760 | $3,842-28.1% | $4,213-34.5% | $2,177+26.8% |
| Participant deferral / active EE | $2,784 | $5,634-50.6% | $5,502-49.4% | $3,514-20.8% |
| Admin fee / account holder | $144 | $399-63.8% | $6,559-97.8% | $847-82.9% |