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 | $63,051 | $52,467+20.2% | $57,179+10.3% | $55,167+14.3% |
| Participation rate | 97.0% | 75.8%+21.2pp | 75.3%+21.7pp | 69.0%+28.0pp |
| Annual return | 6.45% | 7.72%-1.3pp | 14.59%-8.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $902 | $2,477-63.6% | $2,682-66.4% | $1,963-54.0% |
| Participant deferral / active EE | $3,105 | $2,830+9.7% | $3,096+0.3% | $3,054+1.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |