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 | $64,786 | $58,879+10.0% | $178,490-63.7% | $73,488-11.8% |
| Participation rate | 73.4% | 66.2%+7.2pp | 81.9%-8.6pp | 70.7%+2.7pp |
| Annual return | 18.25% | 24.86%-6.6pp | 151.07%-132.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,483 | $2,236-33.7% | $5,011-70.4% | $2,270-34.7% |
| Participant deferral / active EE | $3,846 | $2,567+49.8% | $5,202-26.1% | $3,740+2.9% |
| Admin fee / account holder | $19 | $400-95.3% | $13,984-99.9% | $513-96.3% |