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 | $49,793 | $57,976-14.1% | $62,995-21.0% | $62,292-20.1% |
| Participation rate | 89.8% | 75.9%+13.9pp | 74.8%+15.0pp | 69.5%+20.3pp |
| Annual return | 17.96% | 17.54%+0.4pp | 87.57%-69.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,965 | $2,415-18.6% | $2,759-28.8% | $2,042-3.8% |
| Participant deferral / active EE | $2,567 | $2,956-13.2% | $3,329-22.9% | $3,169-19.0% |
| Admin fee / account holder | $7 | $276-97.4% | $3,600-99.8% | $479-98.5% |