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 | $72,742 | $40,256+80.7% | $57,343+26.9% | $59,632+22.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.08% | 27.49%-25.4pp | 24.39%-22.3pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $3,198 | $1,922+66.4% | $2,689+18.9% | $2,203+45.2% |
| Participant deferral / active EE | $3,198 | $2,399+33.3% | $3,162+1.1% | $3,192+0.2% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |