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 | $75,578 | $84,948-11.0% | $70,449+7.3% | $73,409+3.0% |
| Participation rate | 94.5% | 79.9%+14.5pp | 75.1%+19.4pp | 72.2%+22.3pp |
| Annual return | 60.31% | 13.39%+46.9pp | 109.03%-48.7pp | 59.29%+1.0pp |
| Employer contribution / active EE | $1,076 | $2,834-62.0% | $2,737-60.7% | $2,234-51.8% |
| Participant deferral / active EE | $4,662 | $3,387+37.6% | $3,709+25.7% | $3,805+22.5% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |