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 | $40,779 | $80,753-49.5% | $136,294-70.1% | $62,292-34.5% |
| Participation rate | 84.2% | 73.5%+10.6pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 15.85% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,068 | $2,884-63.0% | $4,695-77.2% | $2,042-47.7% |
| Participant deferral / active EE | $3,734 | $5,164-27.7% | $6,247-40.2% | $3,169+17.8% |
| Admin fee / account holder | $19 | $525-96.3% | $9,243-99.8% | $479-95.9% |