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 | $70,093 | $43,423+61.4% | $78,689-10.9% | $55,167+27.1% |
| Participation rate | 73.2% | 68.0%+5.2pp | 73.6%-0.4pp | 69.0%+4.2pp |
| Annual return | 8.57% | 11.53%-3.0pp | 62.18%-53.6pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,680 | $1,997+34.2% | $2,851-6.0% | $1,963+36.6% |
| Participant deferral / active EE | $7,171 | $2,509+185.8% | $3,517+103.9% | $3,054+134.8% |
| Admin fee / account holder | $246 | $416-40.9% | $4,510-94.5% | $504-51.2% |