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 | $80,924 | $68,408+18.3% | $57,179+41.5% | $57,658+40.4% |
| Participation rate | 98.9% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 6.04% | 8.51%-2.5pp | 14.59%-8.5pp | 5.13%+0.9pp |
| Employer contribution / active EE | $3,146 | $2,869+9.6% | $2,682+17.3% | $1,974+59.4% |
| Participant deferral / active EE | $3,239 | $2,903+11.6% | $3,096+4.6% | $3,061+5.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |