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 | $59,487 | $98,982-39.9% | $162,163-63.3% | $65,185-8.7% |
| Participation rate | 83.6% | 85.8%-2.2pp | 87.6%-4.0pp | 70.2%+13.4pp |
| Annual return | 20.26% | 24.84%-4.6pp | 115.59%-95.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,366 | $5,384-37.5% | $7,298-53.9% | $3,514-4.2% |
| Admin fee / account holder | $6 | $596-99.0% | $10,843-99.9% | $847-99.3% |