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 6-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 | $45,205 | $100,801-55.2% | $149,696-69.8% | $73,409-38.4% |
| Participation rate | 74.2% | 77.7%-3.5pp | 82.5%-8.3pp | 72.2%+2.0pp |
| Annual return | 18.77% | 265.34%-246.6pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $1,843 | $3,312-44.4% | $4,644-60.3% | $2,234-17.5% |
| Participant deferral / active EE | $3,726 | $6,404-41.8% | $6,842-45.5% | $3,805-2.1% |
| Admin fee / account holder | $174 | $181-3.7% | $9,309-98.1% | $158+10.3% |