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 5-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 | $84,534 | $51,769+63.3% | $57,343+47.4% | $52,331+61.5% |
| Participation rate | 88.4% | 75.2%+13.2pp | 75.1%+13.3pp | 68.1%+20.3pp |
| Annual return | 2.39% | 2.43%0pp | 24.39%-22.0pp | 4.54%-2.2pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,627 | $2,794+101.4% | $3,162+77.9% | $3,022+86.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |