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 | $66,981 | $43,327+54.6% | $59,878+11.9% | $64,186+4.4% |
| Participation rate | 97.8% | 69.2%+28.6pp | 74.7%+23.1pp | 69.6%+28.2pp |
| Annual return | -3.64% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,648 | $2,028+79.8% | $2,722+34.0% | $2,381+53.2% |
| Participant deferral / active EE | $4,762 | $2,546+87.0% | $3,402+40.0% | $3,470+37.2% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |