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 | $52,085 | $70,083-25.7% | $59,878-13.0% | $55,725-6.5% |
| Participation rate | 96.9% | 78.4%+18.6pp | 74.7%+22.2pp | 70.9%+26.1pp |
| Annual return | 9.81% | 3.13%+6.7pp | 3.46%+6.3pp | 244.93%-235.1pp |
| Employer contribution / active EE | $2,796 | $2,878-2.9% | $2,722+2.7% | $2,078+34.5% |
| Participant deferral / active EE | $3,597 | $3,079+16.8% | $3,402+5.7% | $3,356+7.2% |
| Admin fee / account holder | $298 | $70+324.0% | $3,590-91.7% | $115+158.8% |