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 | $65,773 | $80,177-18.0% | $123,892-46.9% | $57,658+14.1% |
| Participation rate | 82.8% | 74.4%+8.4pp | 81.4%+1.4pp | 70.2%+12.6pp |
| Annual return | 11.29% | 17.90%-6.6pp | 47.52%-36.2pp | 5.13%+6.2pp |
| Employer contribution / active EE | $8,058 | $2,913+176.7% | $4,617+74.5% | $1,974+308.3% |
| Participant deferral / active EE | $8,394 | $5,130+63.6% | $5,984+40.3% | $3,061+174.3% |
| Admin fee / account holder | $143 | $106+34.2% | $8,357-98.3% | $95+50.9% |