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 | $54,185 | $55,002-1.5% | $59,878-9.5% | $56,287-3.7% |
| Participation rate | 87.4% | 75.9%+11.5pp | 74.7%+12.7pp | 69.9%+17.5pp |
| Annual return | 95.22% | 1.13%+94.1pp | 3.46%+91.8pp | -9.96%+105.2pp |
| Employer contribution / active EE | $3,318 | $2,448+35.6% | $2,722+21.9% | $2,111+57.2% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |