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 | $77,286 | $80,753-4.3% | $136,294-43.3% | $62,292+24.1% |
| Participation rate | 72.0% | 73.5%-1.5pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 17.46% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $4,368 | $2,884+51.5% | $4,695-7.0% | $2,042+113.9% |
| Participant deferral / active EE | $5,971 | $5,164+15.6% | $6,247-4.4% | $3,169+88.4% |
| Admin fee / account holder | $21 | $525-96.0% | $9,243-99.8% | $479-95.6% |