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 | $47,780 | $70,908-32.6% | $98,907-51.7% | $73,488-35.0% |
| Participation rate | 73.0% | 73.8%-0.8pp | 76.0%-3.0pp | 70.7%+2.3pp |
| Annual return | 15.06% | 34.17%-19.1pp | 196.43%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,422 | $2,036-30.2% | $2,689-47.1% | $2,270-37.4% |
| Participant deferral / active EE | $3,260 | $3,500-6.9% | $4,244-23.2% | $3,740-12.8% |
| Admin fee / account holder | $42 | $535-92.2% | $6,642-99.4% | $513-91.8% |