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 5-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 | $70,530 | $79,519-11.3% | $95,952-26.5% | $73,409-3.9% |
| Participation rate | 75.6% | 81.2%-5.6pp | 77.1%-1.5pp | 72.2%+3.4pp |
| Annual return | 24.71% | 19.20%+5.5pp | 91.61%-66.9pp | 59.29%-34.6pp |
| Employer contribution / active EE | $936 | $2,048-54.3% | $2,541-63.1% | $2,234-58.1% |
| Participant deferral / active EE | $4,221 | $4,138+2.0% | $4,167+1.3% | $3,805+10.9% |
| Admin fee / account holder | $152 | $184-17.3% | $6,795-97.8% | $158-3.5% |