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 | $70,054 | $74,552-6.0% | $62,995+11.2% | $69,631+0.6% |
| Participation rate | 72.2% | 78.3%-6.1pp | 74.8%-2.6pp | 70.7%+1.5pp |
| Annual return | 15.12% | 15.77%-0.7pp | 87.57%-72.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,784 | $2,974+27.2% | $3,329+13.7% | $3,224+17.4% |
| Admin fee / account holder | $2 | $59-97.3% | $3,600-100.0% | $110-98.6% |