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 | $55,226 | $67,166-17.8% | $57,343-3.7% | $55,191+0.1% |
| Participation rate | 94.5% | 77.7%+16.8pp | 75.1%+19.4pp | 69.2%+25.3pp |
| Annual return | 1.26% | 4.22%-3.0pp | 24.39%-23.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,365 | $2,812-51.5% | $2,689-49.2% | $1,899-28.1% |
| Participant deferral / active EE | $2,206 | $2,835-22.2% | $3,162-30.2% | $3,046-27.6% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |