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 | $63,868 | $65,322-2.2% | $70,449-9.3% | $73,488-13.1% |
| Participation rate | 95.0% | 77.0%+18.1pp | 75.1%+20.0pp | 70.7%+24.4pp |
| Annual return | 13.31% | 15.71%-2.4pp | 109.03%-95.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,170 | $2,460-52.4% | $2,737-57.2% | $2,270-48.4% |
| Participant deferral / active EE | $1,966 | $3,375-41.7% | $3,709-47.0% | $3,740-47.4% |
| Admin fee / account holder | $93 | $214-56.5% | $3,845-97.6% | $513-81.9% |