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 | $53,256 | $57,976-8.1% | $62,995-15.5% | $62,292-14.5% |
| Participation rate | 96.5% | 75.9%+20.6pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 13.07% | 17.54%-4.5pp | 87.57%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,216 | $2,415-49.6% | $2,759-55.9% | $2,042-40.4% |
| Participant deferral / active EE | $3,349 | $2,956+13.3% | $3,329+0.6% | $3,169+5.7% |
| Admin fee / account holder | $33 | $276-87.9% | $3,600-99.1% | $479-93.0% |