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 | $69,755 | $65,322+6.8% | $70,449-1.0% | $73,488-5.1% |
| Participation rate | 96.1% | 77.0%+19.2pp | 75.1%+21.1pp | 70.7%+25.4pp |
| Annual return | 12.88% | 15.71%-2.8pp | 109.03%-96.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,480 | $2,460+41.5% | $2,737+27.2% | $2,270+53.3% |
| Participant deferral / active EE | $4,388 | $3,375+30.0% | $3,709+18.3% | $3,740+17.4% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |