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 | $66,792 | $43,327+54.2% | $59,878+11.5% | $64,186+4.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.67% | -1.55%+9.2pp | 3.46%+4.2pp | 7.63%0pp |
| Employer contribution / active EE | $2,465 | $2,028+21.5% | $2,722-9.4% | $2,381+3.6% |
| Participant deferral / active EE | $4,197 | $2,546+64.9% | $3,402+23.4% | $3,470+21.0% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |