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 | $62,405 | $49,227+26.8% | $70,449-11.4% | $79,858-21.9% |
| Participation rate | 80.9% | 69.2%+11.7pp | 75.1%+5.8pp | 69.6%+11.2pp |
| Annual return | 13.26% | 30.06%-16.8pp | 109.03%-95.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,066 | $2,099-1.6% | $2,737-24.5% | $2,471-16.4% |
| Participant deferral / active EE | $2,260 | $2,768-18.3% | $3,709-39.1% | $3,740-39.6% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |