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 | $64,879 | $52,467+23.7% | $57,179+13.5% | $55,167+17.6% |
| Participation rate | 96.5% | 75.8%+20.6pp | 75.3%+21.1pp | 69.0%+27.5pp |
| Annual return | 3.27% | 7.72%-4.4pp | 14.59%-11.3pp | 169.23%-166.0pp |
| Employer contribution / active EE | $1,434 | $2,477-42.1% | $2,682-46.6% | $1,963-27.0% |
| Participant deferral / active EE | $2,311 | $2,830-18.4% | $3,096-25.4% | $3,054-24.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |