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 | $71,585 | $65,376+9.5% | $87,100-17.8% | $65,185+9.8% |
| Participation rate | 70.6% | 75.3%-4.7pp | 76.9%-6.3pp | 70.2%+0.4pp |
| Annual return | 18.52% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,967 | $3,388-42.0% | $4,049-51.4% | $3,514-44.0% |
| Admin fee / account holder | $6 | $520-98.9% | $7,497-99.9% | $847-99.3% |