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 | $34,242 | $63,924-46.4% | $108,579-68.5% | $55,167-37.9% |
| Participation rate | 87.4% | 74.3%+13.0pp | 79.6%+7.8pp | 69.0%+18.4pp |
| Annual return | 8.21% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,193 | $1,879+16.7% | $3,758-41.7% | $1,963+11.7% |
| Participant deferral / active EE | $2,118 | $3,067-31.0% | $4,311-50.9% | $3,054-30.7% |
| Admin fee / account holder | $16 | $618-97.4% | $7,645-99.8% | $504-96.8% |