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 | $80,977 | $41,854+93.5% | $73,843+9.7% | $52,331+54.7% |
| Participation rate | 76.9% | 66.2%+10.6pp | 73.4%+3.4pp | 68.1%+8.8pp |
| Annual return | -0.37% | 2.11%-2.5pp | 2267.84%-2268.2pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,634 | $1,920-14.9% | $2,787-41.4% | $1,882-13.2% |
| Participant deferral / active EE | $3,482 | $2,498+39.4% | $3,583-2.8% | $3,022+15.2% |
| Admin fee / account holder | $68 | $493-86.2% | $4,880-98.6% | $592-88.5% |