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 | $52,569 | $37,044+41.9% | $71,796-26.8% | $57,658-8.8% |
| Participation rate | 76.9% | 61.1%+15.8pp | 69.1%+7.8pp | 70.2%+6.7pp |
| Annual return | 7.77% | 12.64%-4.9pp | 78.04%-70.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $547 | $720-24.0% | $1,924-71.6% | $1,974-72.3% |
| Participant deferral / active EE | $3,016 | $1,974+52.8% | $2,794+7.9% | $3,061-1.4% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |