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 9-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 | $50,546 | $52,293-3.3% | $178,490-71.7% | $73,409-31.1% |
| Participation rate | 85.6% | 65.3%+20.2pp | 81.9%+3.6pp | 72.2%+13.4pp |
| Annual return | 13.03% | 34.75%-21.7pp | 151.07%-138.0pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,763 | $1,735+1.6% | $5,011-64.8% | $2,234-21.1% |
| Participant deferral / active EE | $2,623 | $2,332+12.5% | $5,202-49.6% | $3,805-31.1% |
| Admin fee / account holder | $12 | $127-90.3% | $13,984-99.9% | $158-92.2% |