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 | $62,157 | $55,002+13.0% | $59,878+3.8% | $56,287+10.4% |
| Participation rate | 95.9% | 75.9%+20.0pp | 74.7%+21.2pp | 69.9%+26.0pp |
| Annual return | -1.98% | 1.13%-3.1pp | 3.46%-5.4pp | -9.96%+8.0pp |
| Employer contribution / active EE | $3,862 | $2,448+57.8% | $2,722+41.9% | $2,111+82.9% |
| Participant deferral / active EE | $1,591 | $3,121-49.0% | $3,402-53.2% | $3,350-52.5% |
| Admin fee / account holder | $4 | $236-98.2% | $3,590-99.9% | $521-99.2% |