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 | $81,704 | $49,138+66.3% | $84,015-2.8% | $65,185+25.3% |
| Participation rate | 80.5% | 60.7%+19.7pp | 69.0%+11.5pp | 70.2%+10.3pp |
| Annual return | 21.53% | 23.00%-1.5pp | 71.31%-49.8pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,064 | $914+16.5% | $1,983-46.3% | $2,177-51.1% |
| Participant deferral / active EE | $4,530 | $2,397+89.0% | $3,239+39.9% | $3,514+28.9% |
| Admin fee / account holder | $164 | $543-69.9% | $6,101-97.3% | $847-80.7% |