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 | $52,124 | $52,953-1.6% | $172,739-69.8% | $65,185-20.0% |
| Participation rate | 74.9% | 66.2%+8.7pp | 82.6%-7.8pp | 70.2%+4.7pp |
| Annual return | 18.63% | 30.12%-11.5pp | 802.84%-784.2pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,389 | $2,190-36.5% | $5,143-73.0% | $2,177-36.2% |
| Participant deferral / active EE | $3,652 | $2,471+47.8% | $5,198-29.7% | $3,514+3.9% |
| Admin fee / account holder | $35 | $472-92.5% | $13,954-99.7% | $847-95.8% |