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 | $70,160 | $64,909+8.1% | $82,313-14.8% | $62,292+12.6% |
| Participation rate | 76.4% | 74.9%+1.5pp | 76.9%-0.5pp | 69.5%+6.9pp |
| Annual return | 15.60% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,486 | $3,103-52.1% | $3,706-59.9% | $3,169-53.1% |
| Admin fee / account holder | $26 | $440-94.0% | $5,608-99.5% | $479-94.5% |