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 | $75,275 | $50,464+49.2% | $75,781-0.7% | $52,331+43.8% |
| Participation rate | 91.3% | 66.8%+24.5pp | 75.8%+15.5pp | 68.1%+23.2pp |
| Annual return | 0.22% | 1.03%-0.8pp | 9.68%-9.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $4,377 | $1,988+120.1% | $3,323+31.7% | $1,882+132.6% |
| Participant deferral / active EE | $6,308 | $2,570+145.4% | $3,651+72.7% | $3,022+108.7% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |