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 | $62,203 | $89,652-30.6% | $141,162-55.9% | $65,185-4.6% |
| Participation rate | 85.6% | 74.7%+10.9pp | 82.5%+3.1pp | 70.2%+15.4pp |
| Annual return | 24.36% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,232 | $3,065-59.8% | $4,735-74.0% | $2,177-43.4% |
| Participant deferral / active EE | $5,620 | $5,691-1.3% | $6,709-16.2% | $3,514+59.9% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |