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 | $78,221 | $51,769+51.1% | $57,343+36.4% | $52,331+49.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 4.70% | 2.43%+2.3pp | 24.39%-19.7pp | 4.54%+0.2pp |
| Employer contribution / active EE | $945 | $2,335-59.5% | $2,689-64.9% | $1,882-49.8% |
| Participant deferral / active EE | $3,268 | $2,794+17.0% | $3,162+3.3% | $3,022+8.1% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |