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 | $61,740 | $70,083-11.9% | $59,878+3.1% | $55,725+10.8% |
| Participation rate | 98.1% | 78.4%+19.7pp | 74.7%+23.4pp | 70.9%+27.3pp |
| Annual return | -2.53% | 3.13%-5.7pp | 3.46%-6.0pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,967 | $2,878-31.7% | $2,722-27.7% | $2,078-5.3% |
| Participant deferral / active EE | $3,206 | $3,079+4.1% | $3,402-5.8% | $3,356-4.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |