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 | $63,390 | $58,726+7.9% | $92,233-31.3% | $62,292+1.8% |
| Participation rate | 70.9% | 68.3%+2.5pp | 76.5%-5.6pp | 69.5%+1.4pp |
| Annual return | 26.75% | 43.62%-16.9pp | 176.28%-149.5pp | 28.90%-2.1pp |
| Employer contribution / active EE | $3,056 | $2,392+27.8% | $3,679-16.9% | $2,042+49.6% |
| Participant deferral / active EE | $4,604 | $2,766+66.5% | $3,897+18.2% | $3,169+45.3% |
| Admin fee / account holder | $37 | $556-93.3% | $5,194-99.3% | $479-92.3% |