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 | $68,285 | $51,466+32.7% | $78,778-13.3% | $62,292+9.6% |
| Participation rate | 81.8% | 59.8%+22.0pp | 69.2%+12.6pp | 69.5%+12.2pp |
| Annual return | 14.56% | 19.96%-5.4pp | 35.62%-21.1pp | 28.90%-14.3pp |
| Employer contribution / active EE | $541 | $827-34.5% | $1,986-72.7% | $2,042-73.5% |
| Participant deferral / active EE | $3,250 | $2,147+51.3% | $2,958+9.9% | $3,169+2.6% |
| Admin fee / account holder | $22 | $489-95.6% | $5,134-99.6% | $479-95.5% |