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 | $46,376 | $58,726-21.0% | $92,233-49.7% | $62,292-25.6% |
| Participation rate | 82.4% | 68.3%+14.0pp | 76.5%+5.9pp | 69.5%+12.9pp |
| Annual return | 21.68% | 43.62%-21.9pp | 176.28%-154.6pp | 28.90%-7.2pp |
| Employer contribution / active EE | $774 | $2,392-67.6% | $3,679-79.0% | $2,042-62.1% |
| Participant deferral / active EE | $4,783 | $2,766+72.9% | $3,897+22.7% | $3,169+50.9% |
| Admin fee / account holder | $14 | $556-97.5% | $5,194-99.7% | $479-97.1% |