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 | $66,087 | $55,002+20.2% | $59,878+10.4% | $56,287+17.4% |
| Participation rate | 96.5% | 75.9%+20.5pp | 74.7%+21.8pp | 69.9%+26.6pp |
| Annual return | 9.89% | 1.13%+8.8pp | 3.46%+6.4pp | -9.96%+19.8pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,700 | $3,121+82.6% | $3,402+67.5% | $3,350+70.2% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |