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 | $60,621 | $68,408-11.4% | $57,179+6.0% | $57,658+5.1% |
| Participation rate | 93.4% | 79.1%+14.3pp | 75.3%+18.1pp | 70.2%+23.2pp |
| Annual return | 6.61% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,536 | $2,869-46.5% | $2,682-42.7% | $1,974-22.2% |
| Participant deferral / active EE | $2,577 | $2,903-11.3% | $3,096-16.8% | $3,061-15.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |